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Ballew Advisors’s Tesla TSLA Stock Holding History

Ballew 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 		$2.23M Buy
5,660
+571
+11% +$227K 1.15% 17
2026
Q1 		$1.76M Buy
5,089
+34
+0.7% +$14K 0.99% 22
2025
Q4 		$2.26M Buy
5,055
+19
+0.4% +$8.42K 1.27% 17
2025
Q3 		$2.16M Sell
5,036
-350
-6% -$121K 1.21% 17
2025
Q2 		$1.7M Buy
5,386
+414
+8% +$125K 1.01% 20
2025
Q1 		$1.25M Buy
4,972
+1,960
+65% +$653K 0.84% 28
2024
Q4 		$1.21M Sell
3,012
-102
-3% -$32.8K 0.78% 29
2024
Q3 		$751K Buy
3,114
+64
+2% +$14.6K 0.5% 49
2024
Q2 		$771K Sell
3,050
-6
-0.2% -$1.05K 0.51% 52
2024
Q1 		$525K Sell
3,056
-13
-0.4% -$2.54K 0.36% 65
2023
Q4 		$675K Buy
3,069
+160
+6% +$38K 0.51% 50
2023
Q3 		$760K Sell
2,909
-21
-0.7% -$5.39K 0.63% 46
2023
Q2 		$791K Hold
2,930
– – 0.57% 47
2023
Q1 		$751K Sell
2,930
-99
-3% -$17.3K 0.55% 52
2022
Q4 		$374K Buy
3,029
+9
+0.3% +$1.7K 0.29% 69
2022
Q3 		$673K Sell
3,020
-76
-2% -$21.2K 0.6% 45
2022
Q2 		$738K Sell
3,096
-69
-2% -$18.8K 0.67% 39
2022
Q1 		$1.08M Buy
3,165
+204
+7% +$63.5K 0.82% 26
2021
Q4 		$1.04M Buy
+2,961
New +$993K 0.72% 36
2021
Q1 		– Sell
-1,815
Closed -$491K – 121
2020
Q4 		$491K Buy
+1,815
New +$310K 0.38% 55

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

Ballew Advisors's TSLA Position: Q2 2026 in Review

Ballew Advisors increased its Tesla (TSLA) stake by 11% in Q2 2026, buying an estimated $227K and bringing the position to 5,660 shares worth $2.23M. The position accounts for 1.15% of the portfolio, ranked #17.

Ballew Advisors first reported a position in TSLA in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.26M in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Ballew Advisors held 5,660 shares of Tesla worth $2.23M as of Q2 2026.
  • Ballew Advisors bought 571 Tesla shares in Q2 2026, an estimated $227K.
  • Tesla made up 1.15% of Ballew Advisors's portfolio in Q2 2026, its #17 holding.
  • Ballew Advisors first reported a position in Tesla in Q4 2020 and has held it in 20 quarters since.
  • Ballew Advisors's Tesla position peaked at $2.26M in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.