Advisor OS’s Tesla TSLA Stock Holding History

Advisor OS’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 Q1	–	Sell	-300	Closed	-$566	–	633
2025 Q4	$566	Hold	300	–	–	﹤0.01%	497
2025 Q3	$9.68K	Hold	300	–	–	﹤0.01%	469
2025 Q2	$327	Buy	+300	New	+$90.4K	﹤0.01%	458

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's TSLA Position: Q2 2026 in Review

Advisor OS reduced its Tesla (TSLA) stake by 1.1% in Q2 2026, selling an estimated $50.1K and leaving 10,955 shares worth $4.61M. The position accounts for 0.31% of the portfolio, ranked #56.

Advisor OS first reported a position in TSLA in Q3 2020 and has held it in 22 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Advisor OS held 10,955 shares of Tesla worth $4.61M as of Q2 2026.
Advisor OS sold 126 Tesla shares in Q2 2026, an estimated $50.1K.
Tesla made up 0.31% of Advisor OS's portfolio in Q2 2026, its #56 holding.
Advisor OS first reported a position in Tesla in Q3 2020 and has held it in 22 quarters since.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.