ABLA
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Alan B. Lancz & Associates’s Tesla TSLA Stock Holding History

Alan B. Lancz & Associates’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 		$260K Buy
618
+2
+0.3% +$795 0.23% 112
2026
Q1 		$229K Sell
616
-47
-7% -$19.4K 0.22% 119
2025
Q4 		$298K Hold
663
– – 0.26% 99
2025
Q3 		$295K Sell
663
-100
-13% -$34.7K 0.27% 99
2025
Q2 		$242K Sell
763
-150
-16% -$45.2K 0.24% 115
2025
Q1 		$237K Buy
913
+165
+22% +$55K 0.25% 108
2024
Q4 		$302K Buy
+748
New +$241K 0.31% 88
2023
Q2 		– Sell
-632
Closed -$131K – 179
2023
Q1 		$131K Buy
+632
New +$110K 0.14% 167

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

Alan B. Lancz & Associates's TSLA Position: Q2 2026 in Review

Alan B. Lancz & Associates increased its Tesla (TSLA) stake by 0.32% in Q2 2026, buying an estimated $795 and bringing the position to 618 shares worth $260K. The position accounts for 0.23% of the portfolio, ranked #112.

Alan B. Lancz & Associates first reported a position in TSLA in Q1 2023 and has held it in 8 quarters since. The position peaked at $302K in Q4 2024. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Alan B. Lancz & Associates held 618 shares of Tesla worth $260K as of Q2 2026.
  • Alan B. Lancz & Associates bought 2 Tesla shares in Q2 2026, an estimated $795.
  • Tesla made up 0.23% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #112 holding.
  • Alan B. Lancz & Associates first reported a position in Tesla in Q1 2023 and has held it in 8 quarters since.
  • Alan B. Lancz & Associates's Tesla position peaked at $302K in Q4 2024.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.