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Proactive Wealth Strategies’s Tesla TSLA Stock Holding History

Proactive Wealth Strategies’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 		$3.73M Buy
8,880
+4
+0% +$1.59K 0.6% 50
2026
Q1 		$3.3M Buy
8,876
+2,568
+41% +$1.06M 0.62% 46
2025
Q4 		$2.84M Buy
6,308
+424
+7% +$188K 1.12% 30
2025
Q3 		$2.62M Sell
5,884
-143
-2% -$49.6K 1.13% 28
2025
Q2 		$1.92M Sell
6,027
-147
-2% -$44.3K 0.9% 41
2025
Q1 		$1.6M Buy
6,174
+35
+0.6% +$11.7K 0.85% 41
2024
Q4 		$2.48M Buy
6,139
+274
+5% +$88.2K 1.29% 26
2024
Q3 		$1.53M Buy
+5,865
New +$1.34M 0.85% 38

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 $3.38T AUM 44.17% 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

Proactive Wealth Strategies's TSLA Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Tesla (TSLA) stake by 0.05% in Q2 2026, buying an estimated $1.59K and bringing the position to 8,880 shares worth $3.73M. The position accounts for 0.6% of the portfolio, ranked #50.

Proactive Wealth Strategies first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. 4,315 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Proactive Wealth Strategies held 8,880 shares of Tesla worth $3.73M as of Q2 2026.
  • Proactive Wealth Strategies bought 4 Tesla shares in Q2 2026, an estimated $1.59K.
  • Tesla made up 0.6% of Proactive Wealth Strategies's portfolio in Q2 2026, its #50 holding.
  • Proactive Wealth Strategies first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • 4,315 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.