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Wealthedge Investment Advisors’s Tesla TSLA Stock Holding History

Wealthedge Investment 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 		$205K Sell
487
-3,110
-86% -$1.24M 0.07% 138
2026
Q1 		$1.34M Sell
3,597
-209
-5% -$86.1K 0.49% 51
2025
Q4 		$1.71M Buy
3,806
+1,572
+70% +$697K 0.63% 43
2025
Q3 		$994K Buy
+2,234
New +$775K 0.38% 73
2025
Q1 		– Sell
-4,801
Closed -$1.94M – 210
2024
Q4 		$1.94M Buy
+4,801
New +$1.54M 0.87% 33

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

Wealthedge Investment Advisors's TSLA Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Tesla (TSLA) stake by 86% in Q2 2026, selling an estimated $1.24M and leaving 487 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #138.

Wealthedge Investment Advisors first reported a position in TSLA in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.94M in Q4 2024. 4,310 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wealthedge Investment Advisors held 487 shares of Tesla worth $205K as of Q2 2026.
  • Wealthedge Investment Advisors sold 3,110 Tesla shares in Q2 2026, an estimated $1.24M.
  • Tesla made up 0.07% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • Wealthedge Investment Advisors first reported a position in Tesla in Q4 2024 and has held it in 5 quarters since.
  • Wealthedge Investment Advisors's Tesla position peaked at $1.94M in Q4 2024.
  • 4,310 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.