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WCG Wealth Advisors’s Tesla TSLA Stock Holding History

WCG Wealth 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 		$28.1M Sell
66,884
-1,739
-3% -$692K 0.67% 37
2026
Q1 		$25.5M Sell
68,623
-575
-0.8% -$237K 0.71% 36
2025
Q4 		$31.1M Buy
69,198
+32,704
+90% +$14.5M 0.87% 28
2025
Q3 		$16.2M Buy
36,494
+18,846
+107% +$6.54M 1.02% 26
2025
Q2 		$5.61M Buy
17,648
+1,504
+9% +$453K 0.36% 82
2025
Q1 		$4.18M Sell
16,144
-2,787
-15% -$929K 0.32% 87
2024
Q4 		$7.64M Sell
18,931
-752
-4% -$242K 0.51% 63
2024
Q3 		$5.15M Sell
19,683
-6
-0% -$1.37K 0.35% 88
2024
Q2 		$3.9M Sell
19,689
-12
-0.1% -$2.1K 0.29% 85
2024
Q1 		$3.46M Sell
19,701
-3,973
-17% -$776K 0.29% 79
2023
Q4 		$5.88M Buy
23,674
+114
+0.5% +$27.1K 0.43% 63
2023
Q3 		$5.89M Buy
23,560
+6,118
+35% +$1.57M 0.43% 63
2023
Q2 		$4.57M Buy
17,442
+2,595
+17% +$519K 0.53% 48
2023
Q1 		$3.08M Sell
14,847
-119
-0.8% -$20.8K 0.39% 58
2022
Q4 		$1.84M Buy
14,966
+1,234
+9% +$234K 0.25% 76
2022
Q3 		$3.94M Sell
13,732
-986
-7% -$275K 0.52% 47
2022
Q2 		$3.3M Buy
+14,718
New +$4.02M 0.46% 51

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

WCG Wealth Advisors's TSLA Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Tesla (TSLA) stake by 2.5% in Q2 2026, selling an estimated $692K and leaving 66,884 shares worth $28.1M. The position accounts for 0.67% of the portfolio, ranked #37.

WCG Wealth Advisors first reported a position in TSLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $31.1M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • WCG Wealth Advisors held 66,884 shares of Tesla worth $28.1M as of Q2 2026.
  • WCG Wealth Advisors sold 1,739 Tesla shares in Q2 2026, an estimated $692K.
  • Tesla made up 0.67% of WCG Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • WCG Wealth Advisors first reported a position in Tesla in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's Tesla position peaked at $31.1M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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