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Allworth Financial’s Tesla TSLA Stock Holding History

Allworth Financial’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 		– Hold
0
– – – 950
2026
Q1 		– Hold
0
– – – 964
2025
Q4 		– Hold
0
– – – 866
2025
Q3 		– Hold
0
– – – 837
2025
Q2 		– Hold
0
– – – 896
2025
Q1 		– Hold
0
– – – 789

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

Allworth Financial's TSLA Position: Q2 2026 in Review

Allworth Financial reduced its Tesla (TSLA) stake by 6.3% in Q2 2026, selling an estimated $2.99M and leaving 112,227 shares worth $47.2M. The position accounts for 0.2% of the portfolio, ranked #77.

Allworth Financial first reported a position in TSLA in Q1 2015 and has held it in 46 quarters since. The position peaked at $52.9M in Q4 2025. 4,294 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Allworth Financial held 112,227 shares of Tesla worth $47.2M as of Q2 2026.
  • Allworth Financial sold 7,526 Tesla shares in Q2 2026, an estimated $2.99M.
  • Tesla made up 0.2% of Allworth Financial's portfolio in Q2 2026, its #77 holding.
  • Allworth Financial first reported a position in Tesla in Q1 2015 and has held it in 46 quarters since.
  • Allworth Financial's Tesla position peaked at $52.9M in Q4 2025.
  • 4,294 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.