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Valued Wealth Advisors’s Tesla TSLA Stock Holding History

Valued 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 		$113K Buy
269
+18
+7% +$7.16K 0.04% 69
2026
Q1 		$93.3K Sell
251
-192
-43% -$79.1K 0.04% 64
2025
Q4 		$199K Buy
443
+38
+9% +$16.8K 0.09% 44
2025
Q3 		$180K Buy
405
+5
+1% +$1.73K 0.08% 44
2025
Q2 		$127K Buy
400
+21
+6% +$6.33K 0.07% 51
2025
Q1 		$98.2K Buy
379
+51
+16% +$17K 0.06% 62
2024
Q4 		$132K Sell
328
-80
-20% -$25.7K 0.08% 49
2024
Q3 		$107K Buy
408
+52
+15% +$11.9K 0.07% 48
2024
Q2 		$70.4K Buy
356
+93
+35% +$16.3K 0.05% 57
2024
Q1 		$46.2K Sell
263
-136
-34% -$26.6K 0.03% 71
2023
Q4 		$99.8K Buy
+399
New +$94.8K 0.09% 34

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

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

Valued Wealth Advisors increased its Tesla (TSLA) stake by 7.2% in Q2 2026, buying an estimated $7.16K and bringing the position to 269 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #69.

Valued Wealth Advisors first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $199K in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Valued Wealth Advisors held 269 shares of Tesla worth $113K as of Q2 2026.
  • Valued Wealth Advisors bought 18 Tesla shares in Q2 2026, an estimated $7.16K.
  • Tesla made up 0.04% of Valued Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Valued Wealth Advisors first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Tesla position peaked at $199K in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.