Barnes Pettey Financial Advisors’s Tesla TSLA Stock Holding History

Barnes Pettey 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	$472K	Buy	1,122 +187	+20%	+$74.4K	0.15%	113
2026 Q1	$348K	Sell	935 -33	-3%	-$13.6K	0.15%	115
2025 Q4	$435K	Sell	968 -410	-30%	-$182K	0.22%	85
2025 Q3	$613K	Buy	+1,378	New	+$478K	0.34%	58
2024 Q1	–	Sell	-2,249	Closed	-$559K	–	102
2023 Q4	$559K	Buy	2,249 +315	+16%	+$74.9K	0.45%	49
2023 Q3	$484K	Buy	1,934 +130	+7%	+$33.4K	0.44%	52
2023 Q2	$472K	Buy	1,804 +34	+2%	+$6.8K	0.41%	55
2023 Q1	$367K	Sell	1,770 -8	-0.4%	-$1.4K	0.35%	63
2022 Q4	$219K	Buy	1,778 +463	+35%	+$87.7K	0.23%	94
2022 Q3	$349K	Sell	1,315 -86	-6%	-$24K	0.48%	55
2022 Q2	$314K	Buy	1,401 +24	+2%	+$6.55K	0.41%	62
2022 Q1	$495K	Hold	1,377	–	–	0.6%	46
2021 Q4	$485K	Buy	+1,377	New	+$462K	0.56%	44

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Barnes Pettey Financial Advisors's TSLA Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Tesla (TSLA) stake by 20% in Q2 2026, buying an estimated $74.4K and bringing the position to 1,122 shares worth $472K. The position accounts for 0.15% of the portfolio, ranked #113.

Barnes Pettey Financial Advisors first reported a position in TSLA in Q4 2021 and has held it in 13 quarters since. The position peaked at $613K in Q3 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Barnes Pettey Financial Advisors held 1,122 shares of Tesla worth $472K as of Q2 2026.
Barnes Pettey Financial Advisors bought 187 Tesla shares in Q2 2026, an estimated $74.4K.
Tesla made up 0.15% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #113 holding.
Barnes Pettey Financial Advisors first reported a position in Tesla in Q4 2021 and has held it in 13 quarters since.
Barnes Pettey Financial Advisors's Tesla position peaked at $613K in Q3 2025.
2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.