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SOA Wealth Advisors’s Tesla TSLA Stock Holding History

SOA 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 		$769K Sell
7,479
-529
-7% -$210K 0.13% 98
2026
Q1 		$675K Sell
8,008
-52
-0.6% -$21.4K 0.13% 96
2025
Q4 		$839K Buy
8,060
+380
+5% +$168K 0.14% 94
2025
Q3 		$661K Sell
7,680
-29
-0.4% -$10.1K 0.11% 100
2025
Q2 		$483K Sell
7,709
-2,886
-27% -$869K 0.09% 122
2025
Q1 		$548K Buy
10,595
+8,427
+389% +$2.81M 0.11% 103
2024
Q4 		$876K Sell
2,168
-191
-8% -$61.5K 0.16% 82
2024
Q3 		$617K Sell
2,359
-1,087
-32% -$248K 0.12% 99
2024
Q2 		$682K Sell
3,446
-1,637
-32% -$286K 0.14% 91
2024
Q1 		$894K Sell
5,083
-100
-2% -$19.5K 0.19% 72
2023
Q4 		$1.29M Buy
5,183
+326
+7% +$77.5K 0.29% 61
2023
Q3 		$1.22M Sell
4,857
-505
-9% -$130K 0.3% 58
2023
Q2 		$1.4M Buy
5,362
+100
+2% +$20K 0.33% 56
2023
Q1 		$1.09M Buy
5,262
+217
+4% +$37.9K 0.27% 61
2022
Q4 		$621K Sell
5,045
-790
-14% -$150K 0.17% 75
2022
Q3 		$1.55M Sell
5,835
-12
-0.2% -$3.35K 0.47% 48
2022
Q2 		$1.31M Buy
5,847
+60
+1% +$16.4K 0.39% 54
2022
Q1 		$2.08M Sell
5,787
-411
-7% -$128K 0.51% 50
2021
Q4 		$2.21M Sell
6,198
-324
-5% -$109K 0.54% 48
2021
Q3 		$1.69M Buy
6,522
+6
+0.1% +$1.41K 0.43% 51
2021
Q2 		$1.48M Buy
6,516
+177
+3% +$38.4K 0.38% 58
2021
Q1 		$1.41M Buy
6,339
+1,143
+22% +$287K 0.39% 59
2020
Q4 		$1.39M Buy
+5,196
New +$887K 0.38% 54

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

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

SOA Wealth Advisors reduced its Tesla (TSLA) stake by 6.6% in Q2 2026, selling an estimated $210K and leaving 7,479 shares worth $769K. The position accounts for 0.13% of the portfolio, ranked #98.

SOA Wealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.21M in Q4 2021. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • SOA Wealth Advisors held 7,479 shares of Tesla worth $769K as of Q2 2026.
  • SOA Wealth Advisors sold 529 Tesla shares in Q2 2026, an estimated $210K.
  • Tesla made up 0.13% of SOA Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • SOA Wealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Tesla position peaked at $2.21M in Q4 2021.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.