RPg Family Wealth Advisory’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.44M Sell
3,413
-24
-0.7% -$9.54K 0.24% 87
2026
Q1
$1.28M Sell
3,437
-29
-0.8% -$11.9K 0.27% 87
2025
Q4
$1.56M Sell
3,466
-127
-4% -$56.3K 0.34% 82
2025
Q3
$1.6M Buy
+3,593
New +$1.25M 0.35% 81
2025
Q2
Sell
-3,414
Closed -$885K 113
2025
Q1
$885K Buy
+3,414
New +$1.14M 0.25% 73
2024
Q3
Sell
-2,766
Closed -$547K 111
2024
Q2
$547K Buy
2,766
+155
+6% +$27.1K 0.18% 76
2024
Q1
$459K Sell
2,611
-410
-14% -$80.1K 0.15% 82
2023
Q4
$751K Buy
3,021
+250
+9% +$59.4K 0.28% 77
2023
Q3
$693K Sell
2,771
-70
-2% -$18K 0.28% 71
2023
Q2
$744K Buy
2,841
+1,360
+92% +$272K 0.3% 70
2023
Q1
$307K Buy
+1,481
New +$258K 0.17% 85
2022
Q4
Sell
-1,467
Closed -$404K 96
2022
Q3
$404K Buy
1,467
+15
+1% +$4.19K 0.21% 71
2022
Q2
$326K Sell
1,452
-30
-2% -$8.19K 0.19% 62
2022
Q1
$532K Sell
1,482
-60
-4% -$18.7K 0.23% 70
2021
Q4
$543K Sell
1,542
-12
-0.8% -$4.03K 0.21% 69
2021
Q3
$402K Hold
1,554
0.17% 93
2021
Q2
$352K Buy
+1,554
New +$337K 0.14% 103
2020
Q4
$388K Hold
1,650
0.18% 88
2020
Q3
$236K Sell
1,650
-405
-20% -$47.8K 0.12% 107
2020
Q2
$148K Hold
2,055
0.09% 120
2020
Q1
$71.8K Sell
2,055
-135
-6% -$5.6K 0.06% 119
2019
Q4
$61.1K Buy
2,190
+195
+10% +$4.23K 0.04% 150
2019
Q3
$32K Buy
1,995
+225
+13% +$3.52K 0.02% 192
2019
Q2
$26.4K Sell
1,770
-270
-13% -$4.2K 0.02% 200
2019
Q1
$38.1K Buy
2,040
+270
+15% +$5.42K 0.02% 184
2018
Q4
$39.3K Sell
1,770
-45
-2% -$968 0.04% 122
2018
Q3
$32K Hold
1,815
0.02% 138
2018
Q2
$41.5K Hold
1,815
0.03% 121
2018
Q1
$32.2K Hold
1,815
0.03% 161
2017
Q4
$37.7K Hold
1,815
0.03% 154
2017
Q3
$41.3K Hold
1,815
0.03% 154
2017
Q2
$43.8K Hold
1,815
0.04% 172
2017
Q1
$33.7K Buy
1,815
+435
+32% +$7.36K 0.03% 172
2016
Q4
$19.7K Hold
1,380
0.02% 195
2016
Q3
$18.8K Sell
1,380
-705
-34% -$10.2K 0.01% 188
2016
Q2
$29.5K Buy
2,085
+705
+51% +$10.7K 0.01% 163
2016
Q1
$21.1K Buy
+1,380
New +$18.2K 0.02% 184

Other funds holding TSLA

RPg Family Wealth Advisory's TSLA Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its Tesla (TSLA) stake by 0.7% in Q2 2026, selling an estimated $9.54K and leaving 3,413 shares worth $1.44M. The position accounts for 0.24% of the portfolio, ranked #87.

RPg Family Wealth Advisory first reported a position in TSLA in Q1 2016 and has held it in 37 quarters since. The position peaked at $1.6M in Q3 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • RPg Family Wealth Advisory held 3,413 shares of Tesla worth $1.44M as of Q2 2026.
  • RPg Family Wealth Advisory sold 24 Tesla shares in Q2 2026, an estimated $9.54K.
  • Tesla made up 0.24% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #87 holding.
  • RPg Family Wealth Advisory first reported a position in Tesla in Q1 2016 and has held it in 37 quarters since.
  • RPg Family Wealth Advisory's Tesla position peaked at $1.6M in Q3 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.