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Breakthru Advisory Services’s Tesla TSLA Stock Holding History

Breakthru 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 		– Sell
-1,603
Closed -$596K – 52
2026
Q1 		$596K Sell
1,603
-513
-24% -$211K 0.96% 24
2025
Q4 		$952K Buy
2,116
+239
+13% +$106K 0.61% 25
2025
Q3 		$835K Buy
+1,877
New +$651K 0.55% 24
2025
Q1 		– Sell
-1,575
Closed -$636K – 49
2024
Q4 		$636K Buy
+1,575
New +$507K 0.58% 22

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

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

Breakthru Advisory Services sold out of Tesla (TSLA) in Q2 2026, closing a stake of 1,603 shares — an estimated $596K sold.

Breakthru Advisory Services first reported a position in TSLA in Q4 2024 and held it in 4 quarters. The position peaked at $952K in Q4 2025. 4,291 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Breakthru Advisory Services reported no remaining Tesla position as of Q2 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 1,603 Tesla shares in Q2 2026, an estimated $596K.
  • Breakthru Advisory Services first reported a position in Tesla in Q4 2024 and held it in 4 quarters.
  • Breakthru Advisory Services's Tesla position peaked at $952K in Q4 2025.
  • 4,291 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.