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RFG - Bristol Wealth Advisors’s Tesla TSLA Stock Holding History

RFG - Bristol 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 		$588K Hold
1,397
– – 0.14% 100
2026
Q1 		$519K Hold
1,397
– – 0.14% 104
2025
Q4 		$628K Sell
1,397
-46
-3% -$20.4K 0.18% 95
2025
Q3 		$642K Sell
1,443
-130
-8% -$45.1K 0.19% 92
2025
Q2 		$500K Buy
1,573
+17
+1% +$5.12K 0.16% 107
2025
Q1 		$403K Sell
1,556
-156
-9% -$52K 0.14% 115
2024
Q4 		$691K Buy
+1,712
New +$551K 0.23% 86

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

RFG - Bristol Wealth Advisors's TSLA Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors held its Tesla (TSLA) position steady in Q2 2026 at 1,397 shares worth $588K. The position accounts for 0.14% of the portfolio, ranked #100.

RFG - Bristol Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $691K in Q4 2024. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 1,397 shares of Tesla worth $588K as of Q2 2026.
  • RFG - Bristol Wealth Advisors left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.14% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • RFG - Bristol Wealth Advisors's Tesla position peaked at $691K in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.