AAS
TSLA icon

Annex Advisory Services’s Tesla TSLA Stock Holding History

Annex Advisory 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 		$3.17M Buy
7,547
+3,326
+79% +$1.32M 0.05% 134
2026
Q1 		$1.57M Buy
4,221
+1,073
+34% +$442K 0.03% 166
2025
Q4 		$1.42M Buy
3,148
+22
+0.7% +$9.75K 0.03% 169
2025
Q3 		$1.39M Sell
3,126
-21
-0.7% -$7.28K 0.03% 150
2025
Q2 		$1,000K Buy
3,147
+14
+0.4% +$4.22K 0.02% 161
2025
Q1 		$812K Sell
3,133
-474
-13% -$158K 0.02% 176
2024
Q4 		$1.46M Sell
3,607
-645
-15% -$208K 0.04% 136
2024
Q3 		$1.11M Sell
4,252
-38
-0.9% -$8.67K 0.04% 138
2024
Q2 		$849K Sell
4,290
-127
-3% -$22.2K 0.03% 143
2024
Q1 		$776K Sell
4,417
-1,005
-19% -$196K 0.03% 146
2023
Q4 		$1.35M Buy
5,422
+663
+14% +$158K 0.06% 111
2023
Q3 		$1.19M Buy
4,759
+74
+2% +$19K 0.07% 101
2023
Q2 		$1.23M Buy
4,685
+7
+0.1% +$1.4K 0.07% 100
2023
Q1 		$971K Sell
4,678
-121
-3% -$21.1K 0.05% 110
2022
Q4 		$591K Sell
4,799
-124
-3% -$23.5K 0.03% 137
2022
Q3 		$1.31M Sell
4,923
-198
-4% -$55.3K 0.09% 106
2022
Q2 		$1.15M Buy
5,121
+819
+19% +$224K 0.08% 123
2022
Q1 		$1.54M Buy
4,302
+879
+26% +$274K 0.11% 105
2021
Q4 		$1.21M Buy
3,423
+126
+4% +$42.3K 0.08% 117
2021
Q3 		$852K Sell
3,297
-93
-3% -$21.9K 0.07% 123
2021
Q2 		$768K Buy
3,390
+567
+20% +$123K 0.06% 129
2021
Q1 		$629K Sell
2,823
-972
-26% -$244K 0.06% 127
2020
Q4 		$893K Buy
3,795
+255
+7% +$43.5K 0.09% 114
2020
Q3 		$506K Sell
3,540
-1,635
-32% -$193K 0.06% 84
2020
Q2 		$373K Sell
5,175
-2,100
-29% -$114K 0.05% 93
2020
Q1 		$254K Buy
+7,275
New +$302K 0.04% 106

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Annex Advisory Services's TSLA Position: Q2 2026 in Review

Annex Advisory Services increased its Tesla (TSLA) stake by 79% in Q2 2026, buying an estimated $1.32M and bringing the position to 7,547 shares worth $3.17M. The position accounts for 0.05% of the portfolio, ranked #134.

Annex Advisory Services first reported a position in TSLA in Q1 2020 and has held it in 26 quarters since. 901 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Annex Advisory Services held 7,547 shares of Tesla worth $3.17M as of Q2 2026.
  • Annex Advisory Services bought 3,326 Tesla shares in Q2 2026, an estimated $1.32M.
  • Tesla made up 0.05% of Annex Advisory Services's portfolio in Q2 2026, its #134 holding.
  • Annex Advisory Services first reported a position in Tesla in Q1 2020 and has held it in 26 quarters since.
  • 901 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.