WestHill Financial Advisors’s Tesla TSLA Stock Holding History

WestHill Financial 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	$1.26M	Sell	2,987 -150	-5%	-$59.7K	0.21%	28
2026 Q1	$1.17M	Sell	3,137 -262	-8%	-$108K	0.22%	28
2025 Q4	$1.53M	Buy	3,399 +2,844	+512%	+$1.26M	0.29%	26
2025 Q3	$247K	Buy	+555	New	+$192K	0.05%	66
2025 Q1	–	Sell	-698	Closed	-$282K	–	80
2024 Q4	$282K	Buy	+698	New	+$225K	0.06%	56
2022 Q4	–	Sell	-789	Closed	-$209K	–	121
2022 Q3	$209K	Buy	+789	New	+$220K	0.07%	56
2022 Q2	–	Sell	-789	Closed	-$283K	–	121
2022 Q1	$283K	Hold	789	–	–	0.08%	53
2021 Q4	$278K	Buy	+789	New	+$265K	0.08%	56

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WestHill Financial Advisors's TSLA Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Tesla (TSLA) stake by 4.8% in Q2 2026, selling an estimated $59.7K and leaving 2,987 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #28.

WestHill Financial Advisors first reported a position in TSLA in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.53M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

WestHill Financial Advisors held 2,987 shares of Tesla worth $1.26M as of Q2 2026.
WestHill Financial Advisors sold 150 Tesla shares in Q2 2026, an estimated $59.7K.
Tesla made up 0.21% of WestHill Financial Advisors's portfolio in Q2 2026, its #28 holding.
WestHill Financial Advisors first reported a position in Tesla in Q4 2021 and has held it in 8 quarters since.
WestHill Financial Advisors's Tesla position peaked at $1.53M in Q4 2025.
4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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