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Wescott Financial Advisory Group’s Tesla TSLA Stock Holding History

Wescott Financial Advisory Group’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 		$1.03M Buy
2,461
+156
+7% +$62K 0.08% 103
2026
Q1 		$857K Buy
2,305
+43
+2% +$17.7K 0.08% 109
2025
Q4 		$1.02M Buy
2,262
+254
+13% +$113K 0.09% 100
2025
Q3 		$893K Buy
2,008
+84
+4% +$29.1K 0.08% 100
2025
Q2 		$611K Buy
1,924
+195
+11% +$58.7K 0.06% 108
2025
Q1 		$448K Sell
1,729
-745
-30% -$248K 0.05% 119
2024
Q4 		$999K Buy
2,474
+407
+20% +$131K 0.1% 83
2024
Q3 		$541K Buy
2,067
+65
+3% +$14.8K 0.06% 109
2024
Q2 		$396K Buy
2,002
+149
+8% +$26K 0.05% 124
2024
Q1 		$326K Sell
1,853
-408
-18% -$79.7K 0.04% 129
2023
Q4 		$562K Buy
2,261
+28
+1% +$6.65K 0.08% 95
2023
Q3 		$559K Buy
2,233
+97
+5% +$24.9K 0.1% 90
2023
Q2 		$559K Sell
2,136
-150
-7% -$30K 0.1% 95
2023
Q1 		$474K Buy
2,286
+292
+15% +$50.9K 0.1% 96
2022
Q4 		$246K Sell
1,994
-3
-0.2% -$568 0.05% 132
2022
Q3 		$530K Buy
1,997
+497
+33% +$139K 0.15% 83
2022
Q2 		$337K Hold
1,500
– – 0.09% 102
2022
Q1 		$539K Buy
+1,500
New +$467K 0.14% 79

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

Wescott Financial Advisory Group's TSLA Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Tesla (TSLA) stake by 6.8% in Q2 2026, buying an estimated $62K and bringing the position to 2,461 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #103.

Wescott Financial Advisory Group first reported a position in TSLA in Q1 2022 and has held it in 18 quarters since. 4,304 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wescott Financial Advisory Group held 2,461 shares of Tesla worth $1.03M as of Q2 2026.
  • Wescott Financial Advisory Group bought 156 Tesla shares in Q2 2026, an estimated $62K.
  • Tesla made up 0.08% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #103 holding.
  • Wescott Financial Advisory Group first reported a position in Tesla in Q1 2022 and has held it in 18 quarters since.
  • 4,304 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.