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Sound View Wealth Advisors Group’s Tesla TSLA Stock Holding History

Sound View Wealth Advisors Group’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 		$12.5M Sell
29,777
-5,074
-15% -$2.02M 0.78% 35
2026
Q1 		$13M Sell
34,851
-314
-0.9% -$129K 0.88% 29
2025
Q4 		$15.8M Buy
35,165
+87
+0.2% +$38.6K 1.06% 23
2025
Q3 		$15.6M Sell
35,078
-138
-0.4% -$47.9K 1.07% 23
2025
Q2 		$11.2M Sell
35,216
-3,241
-8% -$976K 0.83% 29
2025
Q1 		$9.11M Sell
38,457
-6,024
-14% -$2.01M 0.75% 34
2024
Q4 		$18M Buy
44,481
+969
+2% +$312K 1.45% 15
2024
Q3 		$11.4M Buy
43,512
+7,503
+21% +$1.71M 0.93% 27
2024
Q2 		$7.13M Sell
36,009
-127
-0.4% -$22.2K 0.73% 37
2024
Q1 		$6.35M Sell
36,136
-774
-2% -$151K 0.68% 43
2023
Q4 		$9.17M Sell
36,910
-124
-0.3% -$29.5K 1.01% 22
2023
Q3 		$9.27M Buy
37,034
+30
+0.1% +$7.71K 1.15% 20
2023
Q2 		$9.69M Sell
37,004
-96
-0.3% -$19.2K 1.27% 18
2023
Q1 		$7.7M Buy
37,100
+190
+0.5% +$33.1K 1.06% 21
2022
Q4 		$9.17M Buy
36,910
+2,335
+7% +$442K 1.01% 22
2022
Q3 		$9.17M Buy
34,575
+93
+0.3% +$26K 2.06% 8
2022
Q2 		$7.74M Buy
34,482
+102
+0.3% +$27.8K 1.62% 13
2022
Q1 		$12.3M Buy
34,380
+354
+1% +$110K 2.35% 4
2021
Q4 		$12M Buy
34,026
+285
+0.8% +$95.6K 2.27% 4
2021
Q3 		$8.72M Buy
33,741
+96
+0.3% +$22.6K 1.82% 11
2021
Q2 		$7.62M Buy
33,645
+28,935
+614% +$6.28M 1.6% 13
2021
Q1 		$1.05M Sell
4,710
-618
-12% -$155K 0.24% 97
2020
Q4 		$1.25M Sell
5,328
-1,443
-21% -$246K 0.31% 88
2020
Q3 		$968K Buy
6,771
+816
+14% +$96.3K 0.25% 96
2020
Q2 		$429K Buy
+5,955
New +$322K 0.12% 147

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

Sound View Wealth Advisors Group's TSLA Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Tesla (TSLA) stake by 15% in Q2 2026, selling an estimated $2.02M and leaving 29,777 shares worth $12.5M. The position accounts for 0.78% of the portfolio, ranked #35.

Sound View Wealth Advisors Group first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $18M in Q4 2024. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sound View Wealth Advisors Group held 29,777 shares of Tesla worth $12.5M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 5,074 Tesla shares in Q2 2026, an estimated $2.02M.
  • Tesla made up 0.78% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #35 holding.
  • Sound View Wealth Advisors Group first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Sound View Wealth Advisors Group's Tesla position peaked at $18M in Q4 2024.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.