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Wills Financial Group’s Tesla TSLA Stock Holding History

Wills Financial 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 		$262K Sell
624
-31
-5% -$12.3K 0.1% 73
2026
Q1 		$292K Hold
655
– – 0.11% 66
2025
Q4 		$295K Sell
655
-16
-2% -$7.09K 0.11% 66
2025
Q3 		$298K Buy
671
+1
+0.1% +$347 0.12% 56
2025
Q2 		$213K Buy
+670
New +$202K 0.09% 67
2025
Q1 		– Sell
-658
Closed -$266K – 66
2024
Q4 		$266K Buy
+658
New +$212K 0.11% 59

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

Wills Financial Group's TSLA Position: Q2 2026 in Review

Wills Financial Group reduced its Tesla (TSLA) stake by 4.7% in Q2 2026, selling an estimated $12.3K and leaving 624 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #73.

Wills Financial Group first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $298K in Q3 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wills Financial Group held 624 shares of Tesla worth $262K as of Q2 2026.
  • Wills Financial Group sold 31 Tesla shares in Q2 2026, an estimated $12.3K.
  • Tesla made up 0.1% of Wills Financial Group's portfolio in Q2 2026, its #73 holding.
  • Wills Financial Group first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Wills Financial Group's Tesla position peaked at $298K in Q3 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.