Waystone Advisors’s Tesla TSLA Stock Holding History

Waystone 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	$1.05M	Buy	2,487 +399	+19%	+$159K	0.78%	32
2026 Q1	$776K	Buy	2,088 +221	+12%	+$91K	0.69%	37
2025 Q4	$840K	Buy	+1,867	New	+$828K	0.72%	33

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waystone Advisors's TSLA Position: Q2 2026 in Review

Waystone Advisors increased its Tesla (TSLA) stake by 19% in Q2 2026, buying an estimated $159K and bringing the position to 2,487 shares worth $1.05M. The position accounts for 0.78% of the portfolio, ranked #32.

Waystone Advisors first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Waystone Advisors held 2,487 shares of Tesla worth $1.05M as of Q2 2026.
Waystone Advisors bought 399 Tesla shares in Q2 2026, an estimated $159K.
Tesla made up 0.78% of Waystone Advisors's portfolio in Q2 2026, its #32 holding.
Waystone Advisors first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.