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Twin Peaks Wealth Advisors’s Tesla TSLA Stock Holding History

Twin Peaks 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 		$3.56M Buy
8,457
+797
+10% +$317K 0.81% 36
2026
Q1 		$2.85M Sell
7,660
-269
-3% -$111K 0.72% 36
2025
Q4 		$3.31M Buy
7,929
+1,681
+27% +$745K 0.96% 32
2025
Q3 		$2.78M Buy
6,248
+29
+0.5% +$10.1K 0.95% 30
2025
Q2 		$2.12M Sell
6,219
-2,809
-31% -$846K 0.69% 34
2025
Q1 		$2.29M Sell
9,028
-73
-0.8% -$24.3K 1.05% 25
2024
Q4 		$3.68M Buy
9,101
+39
+0.4% +$12.5K 1.55% 23
2024
Q3 		$2.37M Buy
9,062
+15
+0.2% +$3.42K 1.09% 26
2024
Q2 		$1.79M Buy
9,047
+556
+7% +$97.2K 0.89% 30
2024
Q1 		$1.49M Sell
8,491
-2,115
-20% -$413K 0.83% 32
2023
Q4 		$2.64M Buy
+10,606
New +$2.52M 1.68% 18

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

Twin Peaks Wealth Advisors's TSLA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Tesla (TSLA) stake by 10% in Q2 2026, buying an estimated $317K and bringing the position to 8,457 shares worth $3.56M. The position accounts for 0.81% of the portfolio, ranked #36.

Twin Peaks Wealth Advisors first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.68M in Q4 2024. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Twin Peaks Wealth Advisors held 8,457 shares of Tesla worth $3.56M as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 797 Tesla shares in Q2 2026, an estimated $317K.
  • Tesla made up 0.81% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Twin Peaks Wealth Advisors first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Twin Peaks Wealth Advisors's Tesla position peaked at $3.68M in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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