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Capital Performance Advisors’s Tesla TSLA Stock Holding History

Capital Performance 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 		$3.1M Sell
7,366
-5,324
-42% -$2.12M 0.2% 55
2026
Q1 		$4.72M Buy
12,690
+1,667
+15% +$687K 0.32% 48
2025
Q4 		$4.96M Buy
11,023
+4,296
+64% +$1.9M 0.35% 45
2025
Q3 		$2.99M Buy
6,727
+577
+9% +$200K 0.49% 33
2025
Q2 		$1.95M Sell
6,150
-102
-2% -$30.7K 0.38% 41
2025
Q1 		$1.62M Buy
6,252
+4,122
+194% +$1.37M 0.36% 42
2024
Q4 		$860K Buy
2,130
+925
+77% +$298K 0.28% 38
2024
Q3 		$315K Buy
+1,205
New +$275K 0.1% 74
2024
Q2 		– Sell
-1,614
Closed -$284K – 98
2024
Q1 		$284K Sell
1,614
-1,235
-43% -$241K 0.11% 64
2023
Q4 		$708K Buy
2,849
+1,942
+214% +$462K 0.31% 33
2023
Q3 		$227K Sell
907
-336
-27% -$86.3K 0.12% 49
2023
Q2 		$325K Buy
+1,243
New +$249K 0.16% 40
2022
Q4 		– Sell
-919
Closed -$244K – 53
2022
Q3 		$244K Sell
919
-242
-21% -$67.6K 0.16% 35
2022
Q2 		$261K Buy
1,161
+150
+15% +$40.9K 0.16% 35
2022
Q1 		$363K Buy
1,011
+81
+9% +$25.2K 0.21% 26
2021
Q4 		$257K Buy
+930
New +$312K 0.16% 40

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

Capital Performance Advisors's TSLA Position: Q2 2026 in Review

Capital Performance Advisors reduced its Tesla (TSLA) stake by 42% in Q2 2026, selling an estimated $2.12M and leaving 7,366 shares worth $3.1M. The position accounts for 0.2% of the portfolio, ranked #55.

Capital Performance Advisors first reported a position in TSLA in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.96M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Capital Performance Advisors held 7,366 shares of Tesla worth $3.1M as of Q2 2026.
  • Capital Performance Advisors sold 5,324 Tesla shares in Q2 2026, an estimated $2.12M.
  • Tesla made up 0.2% of Capital Performance Advisors's portfolio in Q2 2026, its #55 holding.
  • Capital Performance Advisors first reported a position in Tesla in Q4 2021 and has held it in 16 quarters since.
  • Capital Performance Advisors's Tesla position peaked at $4.96M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.