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Worth Financial Advisory Group’s Tesla TSLA Stock Holding History

Worth Financial Advisory 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 		$1.16M Buy
+2,751
New +$1.09M 0.48% 53
2026
Q1 		– Sell
-2,550
Closed -$1.15M – 176
2025
Q4 		$1.15M Buy
2,550
+820
+47% +$363K 0.56% 43
2025
Q3 		$769K Buy
1,730
+18
+1% +$6.24K 0.43% 58
2025
Q2 		$544K Buy
1,712
+251
+17% +$75.6K 0.33% 75
2025
Q1 		$379K Buy
1,461
+546
+60% +$182K 0.24% 101
2024
Q4 		$370K Sell
915
-105
-10% -$33.8K 0.23% 96
2024
Q3 		$267K Buy
+1,020
New +$233K 0.16% 138

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

Worth Financial Advisory Group's TSLA Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Tesla (TSLA) in Q2 2026: 2,751 shares worth $1.16M. The stake represents 0.48% of the portfolio and ranks #53 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in TSLA as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in TSLA in Q3 2024 and has held it in 7 quarters since. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Worth Financial Advisory Group held 2,751 shares of Tesla worth $1.16M as of Q2 2026.
  • Tesla was a new Worth Financial Advisory Group position in Q2 2026.
  • Tesla made up 0.48% of Worth Financial Advisory Group's portfolio in Q2 2026, its #53 holding.
  • Worth Financial Advisory Group first reported a position in Tesla in Q3 2024 and has held it in 7 quarters since.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.