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Walkner Condon Financial Advisors’s Tesla TSLA Stock Holding History

Walkner Condon Financial 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 		$1.62M Sell
3,861
-279
-7% -$111K 0.19% 95
2026
Q1 		$1.54M Buy
4,140
+392
+10% +$161K 0.2% 91
2025
Q4 		$1.69M Sell
3,748
-266
-7% -$118K 0.23% 84
2025
Q3 		$1.79M Buy
4,014
+759
+23% +$263K 0.28% 74
2025
Q2 		$1.03M Buy
3,255
+422
+15% +$127K 0.19% 98
2025
Q1 		$734K Sell
2,833
-191
-6% -$63.7K 0.15% 112
2024
Q4 		$1.22M Buy
3,024
+392
+15% +$126K 0.25% 80
2024
Q3 		$688K Sell
2,632
-253
-9% -$57.7K 0.14% 123
2024
Q2 		$572K Sell
2,885
-384
-12% -$67.1K 0.12% 131
2024
Q1 		$575K Buy
3,269
+651
+25% +$127K 0.12% 138
2023
Q4 		$651K Buy
2,618
+449
+21% +$107K 0.15% 124
2023
Q3 		$543K Buy
2,169
+233
+12% +$59.9K 0.14% 125
2023
Q2 		$507K Buy
1,936
+252
+15% +$50.4K 0.13% 133
2023
Q1 		$349K Sell
1,684
-688
-29% -$120K 0.1% 156
2022
Q4 		$292K Buy
2,372
+88
+4% +$16.7K 0.09% 169
2022
Q3 		$606K Sell
2,284
-20
-0.9% -$5.58K 0.2% 102
2022
Q2 		$517K Buy
2,304
+240
+12% +$65.5K 0.16% 115
2022
Q1 		$742K Buy
+2,064
New +$643K 0.21% 93
2021
Q4 		– Sell
-1,308
Closed -$340K – 167
2021
Q3 		$340K Hold
1,308
– – 0.17% 106
2021
Q2 		$297K Hold
1,308
– – 0.11% 133
2021
Q1 		$291K Buy
+1,308
New +$328K 0.11% 140

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

Walkner Condon Financial Advisors's TSLA Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Tesla (TSLA) stake by 6.7% in Q2 2026, selling an estimated $111K and leaving 3,861 shares worth $1.62M. The position accounts for 0.19% of the portfolio, ranked #95.

Walkner Condon Financial Advisors first reported a position in TSLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.79M in Q3 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Walkner Condon Financial Advisors held 3,861 shares of Tesla worth $1.62M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 279 Tesla shares in Q2 2026, an estimated $111K.
  • Tesla made up 0.19% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Walkner Condon Financial Advisors first reported a position in Tesla in Q1 2021 and has held it in 21 quarters since.
  • Walkner Condon Financial Advisors's Tesla position peaked at $1.79M in Q3 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.