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Allium Financial Advisors’s Tesla TSLA Stock Holding History

Allium Financial Advisors’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 		$1.29M Buy
3,075
+279
+10% +$111K 0.85% 26
2026
Q1 		$1.04M Buy
2,796
+6
+0.2% +$2.47K 0.83% 23
2025
Q4 		$1.25M Sell
2,790
-19
-0.7% -$8.42K 0.99% 21
2025
Q3 		$1.25M Sell
2,809
-55
-2% -$19.1K 1.03% 19
2025
Q2 		$910K Sell
2,864
-2,991
-51% -$901K 0.79% 24
2025
Q1 		$1.52M Buy
+5,855
New +$1.95M 1.38% 15

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

Allium Financial Advisors's TSLA Position: Q2 2026 in Review

Allium Financial Advisors increased its Tesla (TSLA) stake by 10% in Q2 2026, buying an estimated $111K and bringing the position to 3,075 shares worth $1.29M. The position accounts for 0.85% of the portfolio, ranked #26.

Allium Financial Advisors first reported a position in TSLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.52M in Q1 2025. 4,303 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Allium Financial Advisors held 3,075 shares of Tesla worth $1.29M as of Q2 2026.
  • Allium Financial Advisors bought 279 Tesla shares in Q2 2026, an estimated $111K.
  • Tesla made up 0.85% of Allium Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Allium Financial Advisors first reported a position in Tesla in Q1 2025 and has held it in 6 quarters since.
  • Allium Financial Advisors's Tesla position peaked at $1.52M in Q1 2025.
  • 4,303 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.