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Annis Gardner Whiting Capital Advisors’s Tesla TSLA Stock Holding History

Annis Gardner Whiting Capital 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 		$3.85M Buy
9,160
+451
+5% +$179K 0.58% 26
2026
Q1 		$3.24M Sell
8,709
-1,153
-12% -$475K 0.52% 27
2025
Q4 		$4.43M Buy
9,862
+924
+10% +$410K 0.84% 15
2025
Q3 		$3.97M Buy
8,938
+7,357
+465% +$2.55M 0.82% 14
2025
Q2 		$502K Buy
1,581
+625
+65% +$188K 0.17% 112
2025
Q1 		$248K Sell
956
-7,419
-89% -$2.47M 0.1% 167
2024
Q4 		$3.38M Buy
8,375
+127
+2% +$40.9K 0.95% 15
2024
Q3 		$2.16M Sell
8,248
-25
-0.3% -$5.7K 0.61% 21
2024
Q2 		$1.64M Buy
8,273
+2,038
+33% +$356K 0.47% 35
2024
Q1 		$1.1M Buy
6,235
+952
+18% +$186K 0.39% 40
2023
Q4 		$1.31M Sell
5,283
-254
-5% -$60.4K 0.58% 27
2023
Q3 		$1.39M Buy
+5,537
New +$1.42M 0.74% 18

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

Annis Gardner Whiting Capital Advisors's TSLA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Tesla (TSLA) stake by 5.2% in Q2 2026, buying an estimated $179K and bringing the position to 9,160 shares worth $3.85M. The position accounts for 0.58% of the portfolio, ranked #26.

Annis Gardner Whiting Capital Advisors first reported a position in TSLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.43M in Q4 2025. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 9,160 shares of Tesla worth $3.85M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 451 Tesla shares in Q2 2026, an estimated $179K.
  • Tesla made up 0.58% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Tesla in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's Tesla position peaked at $4.43M in Q4 2025.
  • 4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.