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Regent Peak Wealth Advisors’s Tesla TSLA Stock Holding History

Regent Peak 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 		$15.9M Buy
37,805
+294
+0.8% +$117K 2.94% 10
2026
Q1 		$13.9M Buy
37,511
+331
+0.9% +$136K 2.84% 10
2025
Q4 		$16.7M Buy
37,180
+376
+1% +$167K 3.3% 8
2025
Q3 		$16.4M Buy
+36,804
New +$12.8M 3.28% 9
2025
Q1 		$9.41M Sell
36,309
-5
-0% -$1.67K 2.22% 12
2024
Q4 		$14.7M Sell
36,314
-137
-0.4% -$44.1K 3.29% 9
2024
Q3 		$9.54M Buy
36,451
+1,681
+5% +$383K 2.19% 14
2024
Q2 		$6.88M Buy
34,770
+3,318
+11% +$580K 1.58% 17
2024
Q1 		$5.53M Buy
31,452
+5,327
+20% +$1.04M 1.41% 18
2023
Q4 		$6.49M Buy
26,125
+1,154
+5% +$274K 1.76% 17
2023
Q3 		$6.25M Buy
24,971
+867
+4% +$223K 1.91% 14
2023
Q2 		$6.31M Buy
24,104
+4,106
+21% +$821K 1.84% 14
2023
Q1 		$4.15M Buy
19,998
+14,381
+256% +$2.51M 1.28% 17
2022
Q4 		$770K Sell
5,617
-1,265
-18% -$240K 0.25% 66
2022
Q3 		$1.82M Buy
6,882
+33
+0.5% +$9.22K 0.64% 39
2022
Q2 		$1.54M Buy
6,849
+459
+7% +$125K 0.5% 47
2022
Q1 		$2.29M Buy
6,390
+525
+9% +$164K 0.66% 32
2021
Q4 		$2.07M Buy
5,865
+621
+12% +$208K 0.56% 40
2021
Q3 		$1.36M Buy
5,244
+303
+6% +$71.3K 0.39% 52
2021
Q2 		$1.13M Sell
4,941
-96
-2% -$20.8K 0.32% 56
2021
Q1 		$1.12M Buy
5,037
+708
+16% +$178K 0.37% 54
2020
Q4 		$1.02M Buy
4,329
+1,449
+50% +$247K 0.34% 57
2020
Q3 		$412K Buy
+2,880
New +$340K 0.18% 82

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Regent Peak Wealth Advisors's TSLA Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Tesla (TSLA) stake by 0.78% in Q2 2026, buying an estimated $117K and bringing the position to 37,805 shares worth $15.9M. The position accounts for 2.94% of the portfolio, ranked #10.

Regent Peak Wealth Advisors first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. The position peaked at $16.7M in Q4 2025. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Regent Peak Wealth Advisors held 37,805 shares of Tesla worth $15.9M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 294 Tesla shares in Q2 2026, an estimated $117K.
  • Tesla made up 2.94% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Regent Peak Wealth Advisors first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • Regent Peak Wealth Advisors's Tesla position peaked at $16.7M in Q4 2025.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.