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Waterford Advisors’s Tesla TSLA Stock Holding History

Waterford 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 		$276K Sell
657
-62
-9% -$24.7K 0.08% 52
2026
Q1 		$255K Hold
719
– – 0.08% 53
2025
Q4 		$323K Hold
719
– – 0.13% 38
2025
Q3 		$320K Sell
719
-1,983
-73% -$688K 0.11% 39
2025
Q2 		$229K Buy
+2,702
New +$814K 0.08% 51
2025
Q1 		– Sell
-688
Closed -$278K – 54
2024
Q4 		$278K Buy
+688
New +$221K 0.14% 39
2023
Q2 		– Sell
-1,086
Closed -$225K – 54
2023
Q1 		$225K Buy
+1,086
New +$189K 0.12% 48

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

Waterford Advisors's TSLA Position: Q2 2026 in Review

Waterford Advisors reduced its Tesla (TSLA) stake by 8.6% in Q2 2026, selling an estimated $24.7K and leaving 657 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #52.

Waterford Advisors first reported a position in TSLA in Q1 2023 and has held it in 7 quarters since. The position peaked at $323K in Q4 2025. 4,310 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Waterford Advisors held 657 shares of Tesla worth $276K as of Q2 2026.
  • Waterford Advisors sold 62 Tesla shares in Q2 2026, an estimated $24.7K.
  • Tesla made up 0.08% of Waterford Advisors's portfolio in Q2 2026, its #52 holding.
  • Waterford Advisors first reported a position in Tesla in Q1 2023 and has held it in 7 quarters since.
  • Waterford Advisors's Tesla position peaked at $323K in Q4 2025.
  • 4,310 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.