TA
TSLA icon

TrueWealth Advisors’s Tesla TSLA Stock Holding History

TrueWealth 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 		$1.91M Buy
4,545
+125
+3% +$49.7K 0.43% 35
2026
Q1 		$1.64M Buy
4,420
+265
+6% +$109K 0.41% 37
2025
Q4 		$1.87M Sell
4,155
-356
-8% -$158K 0.48% 38
2025
Q3 		$2.01M Buy
4,511
+448
+11% +$155K 0.54% 39
2025
Q2 		$1.29M Buy
4,063
+85
+2% +$25.6K 0.38% 56
2025
Q1 		$1.03M Buy
3,978
+75
+2% +$25K 0.34% 58
2024
Q4 		$1.58M Sell
3,903
-1,023
-21% -$329K 0.53% 43
2024
Q3 		$1.29M Buy
4,926
+338
+7% +$77.1K 0.43% 50
2024
Q2 		$908K Buy
4,588
+686
+18% +$120K 0.34% 61
2024
Q1 		$686K Buy
3,902
+207
+6% +$40.4K 0.26% 70
2023
Q4 		$918K Sell
3,695
-137
-4% -$32.6K 0.36% 51
2023
Q3 		$959K Buy
3,832
+107
+3% +$27.5K 0.4% 47
2023
Q2 		$975K Hold
3,725
– – 0.4% 45
2023
Q1 		$773K Hold
3,725
– – 0.32% 63
2022
Q4 		$459K Buy
3,725
+50
+1% +$9.47K 0.2% 88
2022
Q3 		$975K Hold
3,675
– – 0.46% 44
2022
Q2 		$825K Buy
3,675
+375
+11% +$102K 0.38% 59
2022
Q1 		$1.16M Hold
3,300
– – 0.52% 43
2021
Q4 		$1.16M Buy
3,300
+300
+10% +$101K 0.52% 43
2021
Q3 		$775K Hold
3,000
– – 0.44% 54
2021
Q2 		$680K Sell
3,000
-150
-5% -$32.6K 0.4% 53
2021
Q1 		$755K Hold
3,150
– – 0.49% 46
2020
Q4 		$852K Buy
+3,150
New +$538K 0.73% 37

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TrueWealth Advisors's TSLA Position: Q2 2026 in Review

TrueWealth Advisors increased its Tesla (TSLA) stake by 2.8% in Q2 2026, buying an estimated $49.7K and bringing the position to 4,545 shares worth $1.91M. The position accounts for 0.43% of the portfolio, ranked #35.

TrueWealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.01M in Q3 2025. 2,069 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • TrueWealth Advisors held 4,545 shares of Tesla worth $1.91M as of Q2 2026.
  • TrueWealth Advisors bought 125 Tesla shares in Q2 2026, an estimated $49.7K.
  • Tesla made up 0.43% of TrueWealth Advisors's portfolio in Q2 2026, its #35 holding.
  • TrueWealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's Tesla position peaked at $2.01M in Q3 2025.
  • 2,069 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.