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Capital Asset Advisory Services’s Tesla TSLA Stock Holding History

Capital Asset 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 		$8.78M Buy
20,867
+918
+5% +$365K 0.32% 42
2026
Q1 		$7.83M Buy
19,949
+3,737
+23% +$1.54M 0.3% 46
2025
Q4 		$7.02M Sell
16,212
-2,667
-14% -$1.18M 0.28% 49
2025
Q3 		$8.4M Sell
18,879
-1,038
-5% -$360K 0.36% 43
2025
Q2 		$5.99M Buy
19,917
+1,340
+7% +$404K 0.28% 47
2025
Q1 		$5.25M Buy
18,577
+859
+5% +$286K 0.27% 49
2024
Q4 		$7.27M Buy
17,718
+72
+0.4% +$23.2K 0.36% 43
2024
Q3 		$4.31M Sell
17,646
-226
-1% -$51.5K 0.22% 62
2024
Q2 		$4.69M Sell
17,872
-2,524
-12% -$441K 0.25% 50
2024
Q1 		$3.36M Buy
20,396
+4,130
+25% +$807K 0.19% 64
2023
Q4 		$4.04M Buy
16,266
+1,194
+8% +$284K 0.25% 48
2023
Q3 		$3.96M Buy
15,072
+1,923
+15% +$494K 0.27% 45
2023
Q2 		$3.7M Buy
13,149
+260
+2% +$52K 0.26% 44
2023
Q1 		$2.67M Buy
12,889
+2,189
+20% +$382K 0.2% 58
2022
Q4 		$1.33M Buy
10,700
+2,278
+27% +$431K 0.11% 100
2022
Q3 		$2.23M Buy
8,422
+2,251
+36% +$629K 0.29% 43
2022
Q2 		$1.39M Sell
6,171
-1,146
-16% -$313K 0.15% 86
2022
Q1 		$2.63M Sell
7,317
-588
-7% -$183K 0.28% 51
2021
Q4 		$2.79M Sell
7,905
-1,017
-11% -$341K 0.3% 46
2021
Q3 		$2.31M Sell
8,922
-378
-4% -$89K 0.26% 58
2021
Q2 		$2.11M Buy
9,300
+2,343
+34% +$509K 0.23% 60
2021
Q1 		$1.55M Buy
6,957
+2,613
+60% +$656K 0.23% 73
2020
Q4 		$1.02M Buy
4,344
+660
+18% +$113K 0.18% 96
2020
Q3 		$527K Buy
3,684
+579
+19% +$68.4K 0.11% 150
2020
Q2 		$284K Buy
+3,105
New +$168K 0.06% 268

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 $3.38T AUM 44.17% 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

Capital Asset Advisory Services's TSLA Position: Q2 2026 in Review

Capital Asset Advisory Services increased its Tesla (TSLA) stake by 4.6% in Q2 2026, buying an estimated $365K and bringing the position to 20,867 shares worth $8.78M. The position accounts for 0.32% of the portfolio, ranked #42.

Capital Asset Advisory Services first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Capital Asset Advisory Services held 20,867 shares of Tesla worth $8.78M as of Q2 2026.
  • Capital Asset Advisory Services bought 918 Tesla shares in Q2 2026, an estimated $365K.
  • Tesla made up 0.32% of Capital Asset Advisory Services's portfolio in Q2 2026, its #42 holding.
  • Capital Asset Advisory Services first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.