Vestia Personal Wealth Advisors’s Tesla TSLA Stock Holding History

Vestia Personal 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	$630K	Sell	1,498 -433	-22%	-$172K	0.25%	48
2026 Q1	$718K	Sell	1,931 -1	-0.1%	-$412	0.34%	39
2025 Q4	$833K	Buy	1,932 +5	+0.3%	+$2.22K	0.42%	35
2025 Q3	$857K	Sell	1,927 -718	-27%	-$249K	0.5%	34
2025 Q2	$840K	Sell	2,645 -232	-8%	-$69.9K	0.58%	33
2025 Q1	$745K	Buy	2,877 +143	+5%	+$47.7K	0.59%	31
2024 Q4	$1.1M	Buy	2,734 +1,458	+114%	+$469K	0.91%	22
2024 Q3	$334K	Buy	1,276 +17	+1%	+$3.88K	0.31%	48
2024 Q2	$249K	Buy	+1,259	New	+$220K	0.27%	61

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vestia Personal Wealth Advisors's TSLA Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its Tesla (TSLA) stake by 22% in Q2 2026, selling an estimated $172K and leaving 1,498 shares worth $630K. The position accounts for 0.25% of the portfolio, ranked #48.

Vestia Personal Wealth Advisors first reported a position in TSLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q4 2024. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Vestia Personal Wealth Advisors held 1,498 shares of Tesla worth $630K as of Q2 2026.
Vestia Personal Wealth Advisors sold 433 Tesla shares in Q2 2026, an estimated $172K.
Tesla made up 0.25% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Vestia Personal Wealth Advisors first reported a position in Tesla in Q2 2024 and has held it in 9 quarters since.
Vestia Personal Wealth Advisors's Tesla position peaked at $1.1M in Q4 2024.
4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.