SFMG Wealth Advisors’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 | $5.37M | Buy |
12,775
+847
| +7% | +$337K | 0.32% | 41 |
|
|
2026
Q1 | $4.43M | Buy |
11,928
+233
| +2% | +$96K | 0.3% | 46 |
|
|
2025
Q4 | $5.26M | Buy |
11,695
+341
| +3% | +$151K | 0.35% | 41 |
|
|
2025
Q3 | $5.05M | Buy |
11,354
+67
| +0.6% | +$23.2K | 0.35% | 42 |
|
|
2025
Q2 | $3.59M | Sell |
11,287
-1,583
| -12% | -$477K | 0.27% | 50 |
|
|
2025
Q1 | $3.34M | Buy |
12,870
+1,607
| +14% | +$536K | 0.26% | 49 |
|
|
2024
Q4 | $4.55M | Buy |
11,263
+8
| +0.1% | +$2.57K | 0.36% | 41 |
|
|
2024
Q3 | $2.94M | Sell |
11,255
-663
| -6% | -$151K | 0.24% | 51 |
|
|
2024
Q2 | $2.36M | Buy |
11,918
+106
| +0.9% | +$18.5K | 0.21% | 59 |
|
|
2024
Q1 | $2.08M | Sell |
11,812
-162
| -1% | -$31.7K | 0.18% | 66 |
|
|
2023
Q4 | $2.98M | Sell |
11,974
-36
| -0.3% | -$8.56K | 0.28% | 50 |
|
|
2023
Q3 | $3.01M | Buy |
12,010
+2,811
| +31% | +$722K | 0.31% | 45 |
|
|
2023
Q2 | $2.41M | Sell |
9,199
-31
| -0.3% | -$6.2K | 0.25% | 56 |
|
|
2023
Q1 | $1.91M | Buy |
9,230
+602
| +7% | +$105K | 0.21% | 65 |
|
|
2022
Q4 | $1.06M | Sell |
8,628
-87
| -1% | -$16.5K | 0.12% | 88 |
|
|
2022
Q3 | $1.89M | Buy |
8,715
+2,889
| +50% | +$807K | 0.22% | 60 |
|
|
2022
Q2 | $1.31M | Buy |
5,826
+183
| +3% | +$50K | 0.15% | 78 |
|
|
2022
Q1 | $2.03M | Sell |
5,643
-2,040
| -27% | -$635K | 0.2% | 64 |
|
|
2021
Q4 | $2.71M | Sell |
7,683
-384
| -5% | -$129K | 0.26% | 50 |
|
|
2021
Q3 | $2.08M | Sell |
8,067
-81
| -1% | -$19.1K | 0.23% | 59 |
|
|
2021
Q2 | $1.85M | Buy |
8,148
+189
| +2% | +$41K | 0.21% | 59 |
|
|
2021
Q1 | $1.77M | Buy |
7,959
+768
| +11% | +$193K | 0.21% | 59 |
|
|
2020
Q4 | $1.69M | Buy |
7,191
+261
| +4% | +$44.5K | 0.21% | 57 |
|
|
2020
Q3 | $991K | Buy |
6,930
+465
| +7% | +$54.9K | 0.14% | 65 |
|
|
2020
Q2 | $465K | Sell |
6,465
-390
| -6% | -$21.1K | 0.07% | 99 |
|
|
2020
Q1 | $239K | Buy |
+6,855
| New | +$284K | 0.04% | 114 |
|
|
2018
Q4 | – | Sell |
-9,345
| Closed | -$216K | – | 150 |
|
|
2018
Q3 | $216K | Sell |
9,345
-1,410
| -13% | -$29.4K | 0.03% | 128 |
|
|
2018
Q2 | $220K | Buy |
+10,755
| New | +$219K | 0.04% | 138 |
|
|
2018
Q1 | – | Sell |
-9,705
| Closed | -$201K | – | 164 |
|
|
2017
Q4 | $201K | Hold |
9,705
| – | – | 0.03% | 138 |
|
|
2017
Q3 | $221K | Hold |
9,705
| – | – | 0.04% | 119 |
|
|
2017
Q2 | $234K | Buy |
+9,705
| New | +$214K | 0.05% | 107 |
|
Other funds holding TSLA
SFMG Wealth Advisors's TSLA Position: Q2 2026 in Review
SFMG Wealth Advisors increased its Tesla (TSLA) stake by 7.1% in Q2 2026, buying an estimated $337K and bringing the position to 12,775 shares worth $5.37M. The position accounts for 0.32% of the portfolio, ranked #41.
SFMG Wealth Advisors first reported a position in TSLA in Q2 2017 and has held it in 31 quarters since. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- SFMG Wealth Advisors held 12,775 shares of Tesla worth $5.37M as of Q2 2026.
- SFMG Wealth Advisors bought 847 Tesla shares in Q2 2026, an estimated $337K.
- Tesla made up 0.32% of SFMG Wealth Advisors's portfolio in Q2 2026, its #41 holding.
- SFMG Wealth Advisors first reported a position in Tesla in Q2 2017 and has held it in 31 quarters since.
- 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.