TAFW
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Tred Avon Family Wealth’s Tesla TSLA Stock Holding History

Tred Avon Family Wealth’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 		$618K Hold
1,469
– – 0.19% 154
2026
Q1 		$546K Hold
1,469
– – 0.18% 159
2025
Q4 		$661K Hold
1,469
– – 0.21% 135
2025
Q3 		$653K Buy
+1,469
New +$510K 0.22% 129

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's TSLA Position: Q2 2026 in Review

Tred Avon Family Wealth held its Tesla (TSLA) position steady in Q2 2026 at 1,469 shares worth $618K. The position accounts for 0.19% of the portfolio, ranked #154.

Tred Avon Family Wealth first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $661K in Q4 2025. 4,318 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Tred Avon Family Wealth held 1,469 shares of Tesla worth $618K as of Q2 2026.
  • Tred Avon Family Wealth left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.19% of Tred Avon Family Wealth's portfolio in Q2 2026, its #154 holding.
  • Tred Avon Family Wealth first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Tesla position peaked at $661K in Q4 2025.
  • 4,318 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.