Advocate Investing Services’s Tesla TSLA Stock Holding History

Advocate Investing Services’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	$90.4K	Hold	215	–	–	0.07%	131
2026 Q1	$79.9K	Buy	215 +15	+8%	+$6.18K	0.07%	128
2025 Q4	$89.9K	Buy	+200	New	+$88.7K	0.08%	117

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

Advocate Investing Services's TSLA Position: Q2 2026 in Review

Advocate Investing Services held its Tesla (TSLA) position steady in Q2 2026 at 215 shares worth $90.4K. The position accounts for 0.07% of the portfolio, ranked #131.

Advocate Investing Services first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,277 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Advocate Investing Services held 215 shares of Tesla worth $90.4K as of Q2 2026.
Advocate Investing Services left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.07% of Advocate Investing Services's portfolio in Q2 2026, its #131 holding.
Advocate Investing Services first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
4,277 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.