Burkett Financial Services’s Tesla TSLA Stock Holding History

Burkett Financial 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	$456K	Hold	1,083	–	–	0.14%	38
2026 Q1	$403K	Hold	1,083	–	–	0.14%	38
2025 Q4	$487K	Sell	1,083 -52	-5%	-$23.1K	0.17%	38
2025 Q3	$505K	Sell	1,135 -25	-2%	-$8.67K	0.17%	38
2025 Q2	$368K	Buy	1,160 +25	+2%	+$7.53K	0.13%	41
2025 Q1	$294K	Hold	1,135	–	–	0.12%	41
2024 Q4	$458K	Buy	1,135 +750	+195%	+$241K	0.19%	36
2024 Q3	$101K	Sell	385 -320	-45%	-$73K	0.04%	60
2024 Q2	$140K	Hold	705	–	–	0.07%	48
2024 Q1	$124K	Buy	705 +45	+7%	+$8.79K	0.06%	54
2023 Q4	$164K	Buy	+660	New	+$157K	0.09%	47

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Burkett Financial Services's TSLA Position: Q2 2026 in Review

Burkett Financial Services held its Tesla (TSLA) position steady in Q2 2026 at 1,083 shares worth $456K. The position accounts for 0.14% of the portfolio, ranked #38.

Burkett Financial Services first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $505K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Burkett Financial Services held 1,083 shares of Tesla worth $456K as of Q2 2026.
Burkett Financial Services left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.14% of Burkett Financial Services's portfolio in Q2 2026, its #38 holding.
Burkett Financial Services first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Tesla position peaked at $505K in Q3 2025.
1,293 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.