Wealth Enhancement Advisory Services
TSLA icon

Wealth Enhancement Advisory Services’s Tesla TSLA Stock Holding History

Wealth Enhancement Advisory Services’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 		$144M Buy
366,825
+22,310
+6% +$8.87M 0.24% 69
2026
Q1 		$121M Sell
344,515
-107,131
-24% -$44.1M 0.25% 70
2025
Q4 		$195M Buy
451,646
+49,347
+12% +$21.9M 0.26% 66
2025
Q3 		$174M Buy
402,299
+22,821
+6% +$7.92M 0.26% 68
2025
Q2 		$120M Buy
379,478
+52,082
+16% +$15.7M 0.2% 96
2025
Q1 		$84.8M Sell
327,396
-356,060
-52% -$119M 0.16% 123
2024
Q4 		$276M Buy
683,456
+161,511
+31% +$52M 0.53% 33
2024
Q3 		$137M Sell
521,945
-34,922
-6% -$7.96M 0.29% 65
2024
Q2 		$110M Buy
556,867
+102,964
+23% +$18M 0.26% 77
2024
Q1 		$79.8M Sell
453,903
-71,241
-14% -$13.9M 0.21% 103
2023
Q4 		$130M Buy
525,144
+978
+0.2% +$232K 0.38% 50
2023
Q3 		$131M Buy
524,166
+514,556
+5,354% +$132M 0.43% 48
2023
Q2 		$2.52M Sell
9,610
-9,738
-50% -$1.95M 0.03% 175
2023
Q1 		$4.01M Buy
19,348
+17,826
+1,171% +$3.11M 0.05% 151
2022
Q4 		$254K Sell
1,522
-34,753
-96% -$6.58M ﹤0.01% 300
2022
Q3 		$8.09M Buy
36,275
+13,601
+60% +$3.8M 0.12% 88
2022
Q2 		$5.68M Buy
22,674
+1,869
+9% +$510K 0.08% 118
2022
Q1 		$7.94M Buy
20,805
+1,458
+8% +$454K 0.11% 99
2021
Q4 		$5.85M Buy
19,347
+17,667
+1,052% +$5.93M 0.08% 108
2021
Q3 		$570K Sell
1,680
-5,241
-76% -$1.23M 0.01% 245
2021
Q2 		$1.5M Sell
6,921
-4,827
-41% -$1.05M 0.02% 156
2021
Q1 		$2.71M Buy
11,748
+453
+4% +$114K 0.05% 127
2020
Q4 		$3.11M Sell
11,295
-108
-0.9% -$18.4K 0.07% 97
2020
Q3 		$1.68M Sell
11,403
-2,517
-18% -$297K 0.04% 137
2020
Q2 		$1.48M Buy
+13,920
New +$753K 0.04% 149

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's TSLA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Tesla (TSLA) stake by 6.5% in Q2 2026, buying an estimated $8.87M and bringing the position to 366,825 shares worth $144M. The position accounts for 0.24% of the portfolio, ranked #69.

Wealth Enhancement Advisory Services first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $276M in Q4 2024. 1,145 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 366,825 shares of Tesla worth $144M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 22,310 Tesla shares in Q2 2026, an estimated $8.87M.
  • Tesla made up 0.24% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #69 holding.
  • Wealth Enhancement Advisory Services first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Wealth Enhancement Advisory Services's Tesla position peaked at $276M in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.