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VSM Wealth Advisory’s Tesla TSLA Stock Holding History

VSM Wealth Advisory’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 		$512K Sell
1,217
-24
-2% -$9.54K 0.14% 64
2026
Q1 		$461K Sell
1,241
-15
-1% -$6.18K 0.14% 61
2025
Q4 		$565K Buy
1,256
+1
+0.1% +$443 0.17% 53
2025
Q3 		$558K Sell
1,255
-20
-2% -$6.94K 0.17% 50
2025
Q2 		$405K Sell
1,275
-45
-3% -$13.6K 0.13% 68
2025
Q1 		$342K Buy
1,320
+193
+17% +$64.3K 0.12% 64
2024
Q4 		$455K Buy
+1,127
New +$363K 0.16% 53

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

VSM Wealth Advisory's TSLA Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Tesla (TSLA) stake by 1.9% in Q2 2026, selling an estimated $9.54K and leaving 1,217 shares worth $512K. The position accounts for 0.14% of the portfolio, ranked #64.

VSM Wealth Advisory first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $565K in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • VSM Wealth Advisory held 1,217 shares of Tesla worth $512K as of Q2 2026.
  • VSM Wealth Advisory sold 24 Tesla shares in Q2 2026, an estimated $9.54K.
  • Tesla made up 0.14% of VSM Wealth Advisory's portfolio in Q2 2026, its #64 holding.
  • VSM Wealth Advisory first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Tesla position peaked at $565K in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.