TWA
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Talisman Wealth Advisors’s Tesla TSLA Stock Holding History

Talisman 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 		$244K Buy
+581
New +$231K 0.18% 96
2026
Q1 		– Sell
-471
Closed -$212K – 119
2025
Q4 		$212K Buy
+471
New +$209K 0.17% 107

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

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

Talisman Wealth Advisors opened a new position in Tesla (TSLA) in Q2 2026: 581 shares worth $244K. The stake represents 0.18% of the portfolio and ranks #96 among its holdings. This is a return to the name: Talisman Wealth Advisors previously reported a position in TSLA as recently as Q4 2025.

Talisman Wealth Advisors first reported a position in TSLA in Q4 2025 and has held it in 2 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Talisman Wealth Advisors held 581 shares of Tesla worth $244K as of Q2 2026.
  • Tesla was a new Talisman Wealth Advisors position in Q2 2026.
  • Tesla made up 0.18% of Talisman Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Talisman Wealth Advisors first reported a position in Tesla in Q4 2025 and has held it in 2 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.