Waverly Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.5M | Sell |
58,174
-7,973
| -12% | -$3.17M | 0.14% | 139 |
|
|
2026
Q1 | $24.6M | Buy |
66,147
+9,030
| +16% | +$3.72M | 0.18% | 115 |
|
|
2025
Q4 | $25.7M | Buy |
57,117
+7,993
| +16% | +$3.54M | 0.21% | 100 |
|
|
2025
Q3 | $21.8M | Buy |
49,124
+741
| +2% | +$257K | 0.22% | 89 |
|
|
2025
Q2 | $15.4M | Buy |
48,383
+1,117
| +2% | +$337K | 0.17% | 124 |
|
|
2025
Q1 | $12.2M | Buy |
47,266
+6,960
| +17% | +$2.32M | 0.15% | 148 |
|
|
2024
Q4 | $16.3M | Buy |
40,306
+4,726
| +13% | +$1.52M | 0.25% | 82 |
|
|
2024
Q3 | $9.31M | Sell |
35,580
-2,403
| -6% | -$548K | 0.17% | 131 |
|
|
2024
Q2 | $7.52M | Buy |
37,983
+23,692
| +166% | +$4.14M | 0.15% | 142 |
|
|
2024
Q1 | $2.51M | Buy |
14,291
+5,107
| +56% | +$998K | 0.06% | 226 |
|
|
2023
Q4 | $2.28M | Buy |
9,184
+3,552
| +63% | +$844K | 0.09% | 135 |
|
|
2023
Q3 | $1.41M | Sell |
5,632
-775
| -12% | -$199K | 0.06% | 169 |
|
|
2023
Q2 | $1.68M | Buy |
6,407
+220
| +4% | +$44K | 0.07% | 145 |
|
|
2023
Q1 | $1.28M | Buy |
6,187
+2,821
| +84% | +$492K | 0.07% | 128 |
|
|
2022
Q4 | $415K | Buy |
3,366
+1,070
| +47% | +$203K | 0.02% | 199 |
|
|
2022
Q3 | $609K | Buy |
2,296
+817
| +55% | +$228K | 0.04% | 140 |
|
|
2022
Q2 | $332K | Buy |
1,479
+465
| +46% | +$127K | 0.03% | 158 |
|
|
2022
Q1 | $364K | Sell |
1,014
-21
| -2% | -$6.54K | 0.03% | 146 |
|
|
2021
Q4 | $297K | Buy |
1,035
+66
| +7% | +$22.1K | 0.03% | 158 |
|
|
2021
Q3 | $344K | Buy |
969
+120
| +14% | +$28.2K | 0.03% | 156 |
|
|
2021
Q2 | $203K | Buy |
+849
| New | +$184K | 0.02% | 189 |
|
|
2020
Q4 | – | Sell |
-2,799
| Closed | -$362K | – | 156 |
|
|
2020
Q3 | $362K | Buy |
+2,799
| New | +$330K | 0.05% | 104 |
|
|
2018
Q1 | – | Sell |
-375
| Closed | -$8K | – | 345 |
|
|
2017
Q4 | $8K | Buy |
+375
| New | +$8.16K | ﹤0.01% | 343 |
|
|
2014
Q4 | – | Sell |
-720
| Closed | -$12K | – | 659 |
|
|
2014
Q3 | $12K | Hold |
720
| – | – | 0.01% | 437 |
|
|
2014
Q2 | $12K | Sell |
720
-60
| -8% | -$837 | 0.01% | 413 |
|
|
2014
Q1 | $11K | Sell |
780
-360
| -32% | -$4.82K | 0.01% | 407 |
|
|
2013
Q4 | $11K | Buy |
+1,140
| New | +$11.6K | ﹤0.01% | 542 |
|
Other funds holding TSLA
Waverly Advisors's TSLA Position: Q2 2026 in Review
Waverly Advisors reduced its Tesla (TSLA) stake by 12% in Q2 2026, selling an estimated $3.17M and leaving 58,174 shares worth $24.5M. The position accounts for 0.14% of the portfolio, ranked #139.
Waverly Advisors first reported a position in TSLA in Q4 2013 and has held it in 27 quarters since. The position peaked at $25.7M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Waverly Advisors held 58,174 shares of Tesla worth $24.5M as of Q2 2026.
- Waverly Advisors sold 7,973 Tesla shares in Q2 2026, an estimated $3.17M.
- Tesla made up 0.14% of Waverly Advisors's portfolio in Q2 2026, its #139 holding.
- Waverly Advisors first reported a position in Tesla in Q4 2013 and has held it in 27 quarters since.
- Waverly Advisors's Tesla position peaked at $25.7M in Q4 2025.
- 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.