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Provenance Wealth Advisors’s Tesla TSLA Stock Holding History

Provenance 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 		$229K Buy
545
+253
+87% +$101K 0.02% 131
2026
Q1 		$109K Hold
292
– – 0.01% 155
2025
Q4 		$131K Hold
292
– – 0.01% 136
2025
Q3 		$130K Hold
292
– – 0.02% 152
2025
Q2 		$92.8K Sell
292
-900
-76% -$271K 0.01% 169
2025
Q1 		$309K Hold
1,192
– – 0.04% 100
2024
Q4 		$481K Hold
1,192
– – 0.06% 91
2024
Q3 		$312K Sell
1,192
-27
-2% -$6.16K 0.04% 128
2024
Q2 		$241K Sell
1,219
-177
-13% -$30.9K 0.03% 127
2024
Q1 		$245K Buy
1,396
+227
+19% +$44.4K 0.03% 134
2023
Q4 		$290K Buy
1,169
+1,013
+649% +$241K 0.04% 109
2023
Q3 		$39K Buy
+156
New +$40.1K 0.01% 191

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

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

Provenance Wealth Advisors increased its Tesla (TSLA) stake by 87% in Q2 2026, buying an estimated $101K and bringing the position to 545 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #131.

Provenance Wealth Advisors first reported a position in TSLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $481K in Q4 2024. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Provenance Wealth Advisors held 545 shares of Tesla worth $229K as of Q2 2026.
  • Provenance Wealth Advisors bought 253 Tesla shares in Q2 2026, an estimated $101K.
  • Tesla made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Provenance Wealth Advisors first reported a position in Tesla in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Tesla position peaked at $481K in Q4 2024.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.