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Westover Capital Advisors’s Tesla TSLA Stock Holding History

Westover Capital 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 		$588K Sell
1,397
-142
-9% -$56.5K 0.1% 137
2026
Q1 		$572K Buy
1,539
+162
+12% +$66.7K 0.11% 132
2025
Q4 		$619K Hold
1,377
– – 0.11% 128
2025
Q3 		$612K Sell
1,377
-20
-1% -$6.94K 0.11% 129
2025
Q2 		$444K Sell
1,397
-24
-2% -$7.23K 0.09% 156
2025
Q1 		$368K Hold
1,421
– – 0.08% 167
2024
Q4 		$574K Buy
1,421
+24
+2% +$7.72K 0.13% 132
2024
Q3 		$365K Hold
1,397
– – 0.07% 180
2024
Q2 		$276K Sell
1,397
-80
-5% -$14K 0.07% 179
2024
Q1 		$260K Buy
1,477
+30
+2% +$5.86K 0.08% 158
2023
Q4 		$360K Hold
1,447
– – 0.12% 123
2023
Q3 		$362K Hold
1,447
– – 0.13% 120
2023
Q2 		$379K Buy
+1,447
New +$289K 0.13% 114
2022
Q4 		– Sell
-1,122
Closed -$298K – 164
2022
Q3 		$298K Sell
1,122
-48
-4% -$13.4K 0.11% 119
2022
Q2 		$263K Buy
+1,170
New +$319K 0.1% 136
2021
Q3 		– Sell
-1,125
Closed -$255K – 187
2021
Q2 		$255K Sell
1,125
-870
-44% -$189K 0.08% 156
2021
Q1 		$444K Buy
1,995
+765
+62% +$192K 0.15% 108
2020
Q4 		$289K Sell
1,230
-630
-34% -$108K 0.1% 120
2020
Q3 		$266K Buy
+1,860
New +$220K 0.11% 115

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

Westover Capital Advisors's TSLA Position: Q2 2026 in Review

Westover Capital Advisors reduced its Tesla (TSLA) stake by 9.2% in Q2 2026, selling an estimated $56.5K and leaving 1,397 shares worth $588K. The position accounts for 0.1% of the portfolio, ranked #137.

Westover Capital Advisors first reported a position in TSLA in Q3 2020 and has held it in 19 quarters since. The position peaked at $619K in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Westover Capital Advisors held 1,397 shares of Tesla worth $588K as of Q2 2026.
  • Westover Capital Advisors sold 142 Tesla shares in Q2 2026, an estimated $56.5K.
  • Tesla made up 0.1% of Westover Capital Advisors's portfolio in Q2 2026, its #137 holding.
  • Westover Capital Advisors first reported a position in Tesla in Q3 2020 and has held it in 19 quarters since.
  • Westover Capital Advisors's Tesla position peaked at $619K in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.