TWA
TSLA icon

Trellis Wealth Advisors’s Tesla TSLA Stock Holding History

Trellis 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 		$204K Buy
+484
New +$192K 0.07% 48

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Trellis Wealth Advisors opened a new position in Tesla (TSLA) in Q2 2026: 484 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #48 among its holdings.

781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Trellis Wealth Advisors held 484 shares of Tesla worth $204K as of Q2 2026.
  • Tesla was a new Trellis Wealth Advisors position in Q2 2026.
  • Tesla made up 0.07% of Trellis Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.