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Sax Wealth Advisors’s Tesla TSLA Stock Holding History

Sax 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 		$2.51M Buy
6,762
+1,712
+34% +$681K 0.1% 132
2026
Q1 		$2.27M Sell
5,050
-210
-4% -$86.5K 0.11% 112
2025
Q4 		$2.37M Buy
5,260
+181
+4% +$80.2K 0.11% 112
2025
Q3 		$2.26M Buy
5,079
+284
+6% +$98.5K 0.12% 100
2025
Q2 		$1.52M Buy
4,795
+1,373
+40% +$414K 0.09% 121
2025
Q1 		$887K Buy
3,422
+453
+15% +$151K 0.06% 156
2024
Q4 		$1.2M Buy
2,969
+400
+16% +$129K 0.09% 103
2024
Q3 		$672K Buy
2,569
+622
+32% +$142K 0.06% 129
2024
Q2 		$385K Sell
1,947
-43
-2% -$7.51K 0.04% 174
2024
Q1 		$350K Buy
1,990
+103
+5% +$20.1K 0.04% 138
2023
Q4 		$469K Sell
1,887
-2,857
-60% -$679K 0.08% 126
2023
Q3 		$1.19M Buy
4,744
+143
+3% +$36.7K 0.23% 61
2023
Q2 		$1.2M Buy
4,601
+54
+1% +$10.8K 0.24% 60
2023
Q1 		$943K Buy
+4,547
New +$793K 0.2% 67
2022
Q4 		– Sell
-1,071
Closed -$284K – 176
2022
Q3 		$284K Sell
1,071
-297
-22% -$82.9K 0.07% 135
2022
Q2 		$307K Hold
1,368
– – 0.08% 131
2022
Q1 		$491K Sell
1,368
-255
-16% -$79.4K 0.12% 110
2021
Q4 		$572K Buy
+1,623
New +$544K 0.12% 111

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

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

Sax Wealth Advisors increased its Tesla (TSLA) stake by 34% in Q2 2026, buying an estimated $681K and bringing the position to 6,762 shares worth $2.51M. The position accounts for 0.1% of the portfolio, ranked #132.

Sax Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. 1,020 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sax Wealth Advisors held 6,762 shares of Tesla worth $2.51M as of Q2 2026.
  • Sax Wealth Advisors bought 1,712 Tesla shares in Q2 2026, an estimated $681K.
  • Tesla made up 0.1% of Sax Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • Sax Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.