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Physician Wealth Advisors’s Tesla TSLA Stock Holding History

Physician 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 		$2.49M Buy
5,908
+219
+4% +$87.1K 0.3% 50
2026
Q1 		$2.12M Sell
5,689
-244
-4% -$101K 0.29% 49
2025
Q4 		$2.67M Sell
5,933
-186
-3% -$82.5K 0.37% 43
2025
Q3 		$2.72M Sell
6,119
-28
-0.5% -$9.71K 0.39% 44
2025
Q2 		$1.95M Buy
6,147
+647
+12% +$195K 0.31% 49
2025
Q1 		$1.43M Sell
5,500
-65
-1% -$21.7K 0.25% 56
2024
Q4 		$2.25M Buy
5,565
+280
+5% +$90.1K 0.38% 43
2024
Q3 		$1.16M Sell
5,285
-3
-0.1% -$684 0.21% 57
2024
Q2 		$1.36M Sell
5,288
-118
-2% -$20.6K 0.25% 58
2024
Q1 		$849K Buy
5,406
+65
+1% +$12.7K 0.18% 69
2023
Q4 		$1.12M Buy
5,341
+174
+3% +$41.4K 0.25% 58
2023
Q3 		$1.34M Sell
5,167
-235
-4% -$60.4K 0.35% 41
2023
Q2 		$1.51M Sell
5,402
-131
-2% -$26.2K 0.38% 38
2023
Q1 		$999K Hold
5,533
– – 0.26% 51
2022
Q4 		$796K Buy
5,533
+477
+9% +$90.3K 0.21% 55
2022
Q3 		$1.22M Buy
5,056
+400
+9% +$112K 0.37% 41
2022
Q2 		$1.38M Sell
4,656
-30
-0.6% -$8.19K 0.4% 41
2022
Q1 		$1.49M Buy
4,686
+39
+0.8% +$12.1K 0.4% 45
2021
Q4 		$1.59M Buy
4,647
+69
+2% +$23.1K 0.42% 43
2021
Q3 		$1.29M Buy
4,578
+144
+3% +$33.9K 0.35% 46
2021
Q2 		$960K Buy
4,434
+711
+19% +$154K 0.28% 50
2021
Q1 		$858K Buy
3,723
+285
+8% +$71.6K 0.28% 53
2020
Q4 		$902K Buy
3,438
+465
+16% +$79.4K 0.31% 48
2020
Q3 		$397K Buy
2,973
+303
+11% +$35.8K 0.16% 80
2020
Q2 		$253K Buy
+2,670
New +$144K 0.1% 110

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

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

Physician Wealth Advisors increased its Tesla (TSLA) stake by 3.8% in Q2 2026, buying an estimated $87.1K and bringing the position to 5,908 shares worth $2.49M. The position accounts for 0.3% of the portfolio, ranked #50.

Physician Wealth Advisors first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.72M in Q3 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Physician Wealth Advisors held 5,908 shares of Tesla worth $2.49M as of Q2 2026.
  • Physician Wealth Advisors bought 219 Tesla shares in Q2 2026, an estimated $87.1K.
  • Tesla made up 0.3% of Physician Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Physician Wealth Advisors first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Physician Wealth Advisors's Tesla position peaked at $2.72M in Q3 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.