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Peterson Wealth Advisors’s Tesla TSLA Stock Holding History

Peterson Wealth Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
2,532
-9
-0.4% -$3.58K 0.13% 43
2026
Q1 		$945K Sell
2,541
-19
-0.7% -$7.83K 0.13% 43
2025
Q4 		$1.15M Buy
2,560
+137
+6% +$60.7K 0.15% 38
2025
Q3 		$1.05M Buy
2,423
+22
+0.9% +$7.63K 0.16% 40
2025
Q2 		$763K Buy
2,401
+402
+20% +$121K 0.13% 49
2025
Q1 		$466K Sell
1,999
-11
-0.5% -$3.67K 0.09% 60
2024
Q4 		$825K Sell
2,010
-268
-12% -$86.2K 0.15% 40
2024
Q3 		$596K Sell
2,278
-15
-0.7% -$3.42K 0.11% 47
2024
Q2 		$454K Buy
2,293
+6
+0.3% +$1.05K 0.1% 49
2024
Q1 		$402K Sell
2,287
-14
-0.6% -$2.73K 0.09% 49
2023
Q4 		$572K Buy
2,301
+26
+1% +$6.18K 0.14% 39
2023
Q3 		$569K Hold
2,275
– – 0.15% 38
2023
Q2 		$637K Hold
2,275
– – 0.17% 35
2023
Q1 		$472K Buy
2,275
+24
+1% +$4.19K 0.13% 45
2022
Q4 		$277K Buy
2,251
+103
+5% +$19.5K 0.08% 50
2022
Q3 		$570K Buy
2,148
+114
+6% +$31.8K 0.19% 34
2022
Q2 		$457K Buy
2,034
+150
+8% +$40.9K 0.15% 37
2022
Q1 		$677K Buy
1,884
+141
+8% +$43.9K 0.2% 36
2021
Q4 		$614K Buy
1,743
+18
+1% +$6.04K 0.18% 38
2021
Q3 		$446K Hold
1,725
– – 0.15% 39
2021
Q2 		$391K Sell
1,725
-30
-2% -$6.51K 0.14% 41
2021
Q1 		$391K Sell
1,755
-651
-27% -$163K 0.16% 38
2020
Q4 		$566K Buy
2,406
+51
+2% +$8.7K 0.25% 30
2020
Q3 		$337K Buy
+2,355
New +$278K 0.17% 37

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Peterson Wealth Advisors's TSLA Position: Q2 2026 in Review

Peterson Wealth Advisors reduced its Tesla (TSLA) stake by 0.35% in Q2 2026, selling an estimated $3.58K and leaving 2,532 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #43.

Peterson Wealth Advisors first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.15M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Peterson Wealth Advisors held 2,532 shares of Tesla worth $1.06M as of Q2 2026.
  • Peterson Wealth Advisors sold 9 Tesla shares in Q2 2026, an estimated $3.58K.
  • Tesla made up 0.13% of Peterson Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Peterson Wealth Advisors first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Peterson Wealth Advisors's Tesla position peaked at $1.15M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.