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Wealth Preservation Advisors’s Tesla TSLA Stock Holding History

Wealth Preservation 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 		$773K Buy
1,838
+900
+96% +$358K 0.44% 33
2026
Q1 		$349K Buy
938
+239
+34% +$98.5K 0.29% 43
2025
Q4 		$314K Buy
699
+120
+21% +$53.2K 0.16% 66
2025
Q3 		$257K Sell
579
-2,000
-78% -$694K 0.15% 69
2025
Q2 		$819K Buy
2,579
+573
+29% +$173K 0.51% 24
2025
Q1 		$520K Buy
+2,006
New +$669K 0.37% 35

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

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

Wealth Preservation Advisors increased its Tesla (TSLA) stake by 96% in Q2 2026, buying an estimated $358K and bringing the position to 1,838 shares worth $773K. The position accounts for 0.44% of the portfolio, ranked #33.

Wealth Preservation Advisors first reported a position in TSLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $819K in Q2 2025. 4,294 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wealth Preservation Advisors held 1,838 shares of Tesla worth $773K as of Q2 2026.
  • Wealth Preservation Advisors bought 900 Tesla shares in Q2 2026, an estimated $358K.
  • Tesla made up 0.44% of Wealth Preservation Advisors's portfolio in Q2 2026, its #33 holding.
  • Wealth Preservation Advisors first reported a position in Tesla in Q1 2025 and has held it in 6 quarters since.
  • Wealth Preservation Advisors's Tesla position peaked at $819K in Q2 2025.
  • 4,294 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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