Wetzel Investment Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$220K Sell
522
-47
-8% -$18.7K 0.08% 128
2026
Q1
$212K Buy
569
+17
+3% +$7K 0.08% 130
2025
Q4
$248K Buy
552
+30
+6% +$13.3K 0.1% 117
2025
Q3
$232K Buy
+522
New +$181K 0.1% 120
2025
Q1
Sell
-630
Closed -$254K 126
2024
Q4
$254K Sell
630
-193
-23% -$62.1K 0.13% 107
2024
Q3
$215K Buy
823
+93
+13% +$21.2K 0.11% 114
2024
Q2
$128K Hold
730
0.07% 152
2024
Q1
$109K Sell
730
-615
-46% -$120K 0.06% 172
2023
Q4
$334K Buy
+1,345
New +$320K 0.21% 78

Other funds holding TSLA

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

Wetzel Investment Advisors reduced its Tesla (TSLA) stake by 8.3% in Q2 2026, selling an estimated $18.7K and leaving 522 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #128.

Wetzel Investment Advisors first reported a position in TSLA in Q4 2023 and has held it in 9 quarters since. The position peaked at $334K in Q4 2023. 1,733 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wetzel Investment Advisors held 522 shares of Tesla worth $220K as of Q2 2026.
  • Wetzel Investment Advisors sold 47 Tesla shares in Q2 2026, an estimated $18.7K.
  • Tesla made up 0.08% of Wetzel Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • Wetzel Investment Advisors first reported a position in Tesla in Q4 2023 and has held it in 9 quarters since.
  • Wetzel Investment Advisors's Tesla position peaked at $334K in Q4 2023.
  • 1,733 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.