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Wallace Advisory Group’s Tesla TSLA Stock Holding History

Wallace Advisory Group’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 		$976K Buy
2,321
+412
+22% +$164K 0.92% 21
2026
Q1 		$710K Buy
1,909
+799
+72% +$329K 0.76% 24
2025
Q4 		$499K Sell
1,110
-172
-13% -$76.2K 0.52% 43
2025
Q3 		$407K Sell
1,282
-300
-19% -$104K 0.33% 92
2025
Q2 		$410K Buy
1,582
+108
+7% +$32.5K 0.3% 102
2025
Q1 		$595K Buy
1,474
+229
+18% +$76.3K 0.41% 65
2024
Q4 		$326K Buy
+1,245
New +$401K 0.23% 127

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

Wallace Advisory Group's TSLA Position: Q2 2026 in Review

Wallace Advisory Group increased its Tesla (TSLA) stake by 22% in Q2 2026, buying an estimated $164K and bringing the position to 2,321 shares worth $976K. The position accounts for 0.92% of the portfolio, ranked #21.

Wallace Advisory Group first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wallace Advisory Group held 2,321 shares of Tesla worth $976K as of Q2 2026.
  • Wallace Advisory Group bought 412 Tesla shares in Q2 2026, an estimated $164K.
  • Tesla made up 0.92% of Wallace Advisory Group's portfolio in Q2 2026, its #21 holding.
  • Wallace Advisory Group first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.