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Serenus Wealth Advisors’s Tesla TSLA Stock Holding History

Serenus 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 		$909K Buy
2,161
+74
+4% +$29.4K 0.16% 30
2026
Q1 		$776K Sell
2,087
-25
-1% -$10.3K 0.15% 33
2025
Q4 		$950K Buy
2,112
+200
+10% +$88.7K 0.18% 28
2025
Q3 		$850K Sell
1,912
-257
-12% -$89.1K 0.15% 31
2025
Q2 		$689K Buy
2,169
+632
+41% +$190K 0.12% 36
2025
Q1 		$398K Buy
1,537
+223
+17% +$74.3K 0.07% 41
2024
Q4 		$531K Buy
+1,314
New +$423K 0.09% 34

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

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

Serenus Wealth Advisors increased its Tesla (TSLA) stake by 3.5% in Q2 2026, buying an estimated $29.4K and bringing the position to 2,161 shares worth $909K. The position accounts for 0.16% of the portfolio, ranked #30.

Serenus Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $950K in Q4 2025. 4,310 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Serenus Wealth Advisors held 2,161 shares of Tesla worth $909K as of Q2 2026.
  • Serenus Wealth Advisors bought 74 Tesla shares in Q2 2026, an estimated $29.4K.
  • Tesla made up 0.16% of Serenus Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Serenus Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Serenus Wealth Advisors's Tesla position peaked at $950K in Q4 2025.
  • 4,310 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.