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Wiser Advisor Group’s Tesla TSLA Stock Holding History

Wiser Advisor 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 		$490K Sell
1,166
-2
-0.2% -$795 0.54% 38
2026
Q1 		$434K Sell
1,168
-64
-5% -$26.4K 0.52% 40
2025
Q4 		$554K Sell
1,232
-35
-3% -$15.5K 0.63% 40
2025
Q3 		$563K Hold
1,267
– – 0.7% 38
2025
Q2 		$402K Buy
1,267
+30
+2% +$9.04K 0.7% 34
2025
Q1 		$321K Buy
1,237
+26
+2% +$8.66K 0.47% 41
2024
Q4 		$489K Sell
1,211
-23
-2% -$7.4K 0.71% 32
2024
Q3 		$323K Sell
1,234
-150
-11% -$34.2K 0.48% 38
2024
Q2 		$274K Buy
1,384
+14
+1% +$2.45K 0.43% 42
2024
Q1 		$241K Buy
1,370
+405
+42% +$79.1K 0.38% 46
2023
Q4 		$240K Buy
+965
New +$229K 0.4% 44

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

Wiser Advisor Group's TSLA Position: Q2 2026 in Review

Wiser Advisor Group reduced its Tesla (TSLA) stake by 0.17% in Q2 2026, selling an estimated $795 and leaving 1,166 shares worth $490K. The position accounts for 0.54% of the portfolio, ranked #38.

Wiser Advisor Group first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $563K in Q3 2025. 4,291 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wiser Advisor Group held 1,166 shares of Tesla worth $490K as of Q2 2026.
  • Wiser Advisor Group sold 2 Tesla shares in Q2 2026, an estimated $795.
  • Tesla made up 0.54% of Wiser Advisor Group's portfolio in Q2 2026, its #38 holding.
  • Wiser Advisor Group first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Wiser Advisor Group's Tesla position peaked at $563K in Q3 2025.
  • 4,291 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.