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Phoenix Wealth Advisors’s Tesla TSLA Stock Holding History

Phoenix 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 		$528K Buy
1,256
+1
+0.1% +$398 0.18% 81
2026
Q1 		$467K Sell
1,255
-50
-4% -$20.6K 0.18% 87
2025
Q4 		$587K Buy
1,305
+13
+1% +$5.76K 0.23% 75
2025
Q3 		$575K Buy
1,292
+2
+0.2% +$694 0.22% 77
2025
Q2 		$410K Sell
1,290
-20
-2% -$6.03K 0.17% 89
2025
Q1 		$340K Sell
1,310
-503
-28% -$168K 0.15% 92
2024
Q4 		$732K Sell
1,813
-52
-3% -$16.7K 0.32% 61
2024
Q3 		$488K Sell
1,865
-9
-0.5% -$2.05K 0.23% 72
2024
Q2 		$371K Sell
1,874
-276
-13% -$48.2K 0.19% 86
2024
Q1 		$378K Sell
2,150
-549
-20% -$107K 0.23% 78
2023
Q4 		$670K Sell
2,699
-45
-2% -$10.7K 0.47% 47
2023
Q3 		$687K Sell
2,744
-16
-0.6% -$4.11K 0.4% 42
2023
Q2 		$722K Sell
2,760
-115
-4% -$23K 0.42% 40
2023
Q1 		$596K Buy
2,875
+292
+11% +$50.9K 0.37% 41
2022
Q4 		$318K Sell
2,583
-1,581
-38% -$299K 0.19% 72
2022
Q3 		$1.1M Sell
4,164
-393
-9% -$110K 1.11% 34
2022
Q2 		$1.02M Buy
+4,557
New +$1.24M 1.01% 29
2022
Q1 		– Sell
-7,788
Closed -$2.74M – 129
2021
Q4 		$2.74M Sell
7,788
-837
-10% -$281K 2.07% 21
2021
Q3 		$2.23M Sell
8,625
-765
-8% -$180K 1.67% 22
2021
Q2 		$2.06M Sell
9,390
-1,161
-11% -$252K 1.49% 25
2021
Q1 		$2.33M Buy
10,551
+150
+1% +$37.7K 1.81% 18
2020
Q4 		$2.45M Buy
+10,401
New +$1.77M 1.86% 17

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

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

Phoenix Wealth Advisors increased its Tesla (TSLA) stake by 0.08% in Q2 2026, buying an estimated $398 and bringing the position to 1,256 shares worth $528K. The position accounts for 0.18% of the portfolio, ranked #81.

Phoenix Wealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.74M in Q4 2021. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Phoenix Wealth Advisors held 1,256 shares of Tesla worth $528K as of Q2 2026.
  • Phoenix Wealth Advisors bought 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 0.18% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Phoenix Wealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Tesla position peaked at $2.74M in Q4 2021.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.