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WESPAC Advisors SoCal’s Tesla TSLA Stock Holding History

WESPAC Advisors SoCal’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 		$2.47M Buy
5,882
+3,444
+141% +$1.37M 0.44% 56
2026
Q1 		$906K Sell
2,438
-56
-2% -$23.1K 0.19% 82
2025
Q4 		$1.12M Buy
2,494
+108
+5% +$47.9K 0.23% 72
2025
Q3 		$1.06M Sell
2,386
-20
-0.8% -$6.94K 0.22% 73
2025
Q2 		$764K Hold
2,406
– – 0.17% 79
2025
Q1 		$624K Sell
2,406
-4,200
-64% -$1.4M 0.16% 71
2024
Q4 		$2.67M Buy
6,606
+3,813
+137% +$1.23M 0.6% 47
2024
Q3 		$731K Sell
2,793
-10
-0.4% -$2.28K 0.17% 66
2024
Q2 		$555K Sell
2,803
-10
-0.4% -$1.75K 0.14% 65
2024
Q1 		$494K Sell
2,813
-41
-1% -$8.01K 0.13% 70
2023
Q4 		$709K Buy
2,854
+119
+4% +$28.3K 0.21% 62
2023
Q3 		$684K Buy
+2,735
New +$703K 0.23% 56
2019
Q2 		– Sell
-600
Closed -$11K – 283
2019
Q1 		$11K Buy
600
+225
+60% +$4.52K 0.01% 224
2018
Q4 		$8K Buy
+375
New +$8.07K 0.01% 260
2018
Q2 		– Sell
-1,500
Closed -$26K – 239
2018
Q1 		$26K Hold
1,500
– – 0.02% 145
2017
Q4 		$31K Buy
+1,500
New +$32.6K 0.02% 131
2016
Q1 		– Sell
-2,250
Closed -$36K – 322
2015
Q4 		$36K Buy
+2,250
New +$33.7K 0.02% 139

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

WESPAC Advisors SoCal's TSLA Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Tesla (TSLA) stake by 141% in Q2 2026, buying an estimated $1.37M and bringing the position to 5,882 shares worth $2.47M. The position accounts for 0.44% of the portfolio, ranked #56.

WESPAC Advisors SoCal first reported a position in TSLA in Q4 2015 and has held it in 17 quarters since. The position peaked at $2.67M in Q4 2024. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • WESPAC Advisors SoCal held 5,882 shares of Tesla worth $2.47M as of Q2 2026.
  • WESPAC Advisors SoCal bought 3,444 Tesla shares in Q2 2026, an estimated $1.37M.
  • Tesla made up 0.44% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #56 holding.
  • WESPAC Advisors SoCal first reported a position in Tesla in Q4 2015 and has held it in 17 quarters since.
  • WESPAC Advisors SoCal's Tesla position peaked at $2.67M in Q4 2024.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.