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San Luis Wealth Advisors’s Tesla TSLA Stock Holding History

San Luis 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 		$12.3M Buy
29,332
+4,239
+17% +$1.69M 1.86% 15
2026
Q1 		$9.33M Buy
25,093
+2,992
+14% +$1.23M 1.54% 18
2025
Q4 		$9.94M Sell
22,101
-1,669
-7% -$740K 1.66% 15
2025
Q3 		$10.6M Buy
23,770
+497
+2% +$172K 1.91% 13
2025
Q2 		$7.39M Buy
23,273
+10,949
+89% +$3.3M 1.59% 19
2025
Q1 		$3.19M Buy
12,324
+526
+4% +$175K 0.72% 36
2024
Q4 		$4.76M Buy
11,798
+12
+0.1% +$3.86K 0.9% 30
2024
Q3 		$3.08M Buy
11,786
+202
+2% +$46.1K 0.64% 39
2024
Q2 		$2.29M Sell
11,584
-404
-3% -$70.6K 0.55% 41
2024
Q1 		$2.11M Sell
11,988
-11,050
-48% -$2.16M 1.11% 19
2023
Q4 		$5.72M Buy
23,038
+1,845
+9% +$438K 2.42% 11
2023
Q3 		$5.3M Sell
21,193
-3,001
-12% -$771K 2.55% 10
2023
Q2 		$6.33M Sell
24,194
-411
-2% -$82.2K 2.23% 8
2023
Q1 		$5.1M Buy
24,605
+1,151
+5% +$201K 1.96% 10
2022
Q4 		$2.89M Buy
23,454
+5,288
+29% +$1M 2.69% 10
2022
Q3 		$4.82M Buy
18,166
+2,242
+14% +$626K 5.05% 3
2022
Q2 		$3.58M Buy
15,924
+390
+3% +$106K 4.11% 5
2022
Q1 		$5.47M Sell
15,534
-3
-0% -$934 2.68% 7
2021
Q4 		$5.47M Buy
15,537
+939
+6% +$315K 5.57% 3
2021
Q3 		$3.77M Buy
+14,598
New +$3.44M 2.1% 9
2020
Q4 		$2.46M Buy
+10,458
New +$1.78M 1.59% 14

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

San Luis Wealth Advisors's TSLA Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Tesla (TSLA) stake by 17% in Q2 2026, buying an estimated $1.69M and bringing the position to 29,332 shares worth $12.3M. The position accounts for 1.86% of the portfolio, ranked #15.

San Luis Wealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 21 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • San Luis Wealth Advisors held 29,332 shares of Tesla worth $12.3M as of Q2 2026.
  • San Luis Wealth Advisors bought 4,239 Tesla shares in Q2 2026, an estimated $1.69M.
  • Tesla made up 1.86% of San Luis Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • San Luis Wealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 21 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.