CAPTRUST Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $116M | Buy |
275,306
+9,506
| +4% | +$3.78M | 0.18% | 96 |
|
|
2026
Q1 | $98.8M | Buy |
265,800
+103,311
| +64% | +$42.6M | 0.17% | 114 |
|
|
2025
Q4 | $73.1M | Buy |
162,489
+8,396
| +5% | +$3.72M | 0.14% | 133 |
|
|
2025
Q3 | $68.5M | Buy |
154,093
+7,183
| +5% | +$2.49M | 0.14% | 134 |
|
|
2025
Q2 | $46.7M | Sell |
146,910
-5,114
| -3% | -$1.54M | 0.1% | 175 |
|
|
2025
Q1 | $39.4M | Sell |
152,024
-147,251
| -49% | -$49.1M | 0.1% | 184 |
|
|
2024
Q4 | $121M | Buy |
299,275
+26,223
| +10% | +$8.44M | 0.35% | 56 |
|
|
2024
Q3 | $71.4M | Sell |
273,052
-1,072
| -0.4% | -$244K | 0.21% | 101 |
|
|
2024
Q2 | $54.2M | Sell |
274,124
-93,919
| -26% | -$16.4M | 0.17% | 119 |
|
|
2024
Q1 | $46.7M | Sell |
368,043
-17,444
| -5% | -$3.41M | 0.17% | 126 |
|
|
2023
Q4 | $95.8M | Buy |
385,487
+17,482
| +5% | +$4.15M | 0.33% | 68 |
|
|
2023
Q3 | $92.1M | Buy |
368,005
+9,773
| +3% | +$2.51M | 0.35% | 61 |
|
|
2023
Q2 | $93.8M | Buy |
358,232
+17,043
| +5% | +$3.41M | 0.37% | 59 |
|
|
2023
Q1 | $70.8M | Buy |
341,189
+6,606
| +2% | +$1.15M | 0.31% | 71 |
|
|
2022
Q4 | $41.2M | Buy |
334,583
+38,530
| +13% | +$7.3M | 0.21% | 108 |
|
|
2022
Q3 | $78.5M | Buy |
296,053
+25,930
| +10% | +$7.24M | 0.46% | 46 |
|
|
2022
Q2 | $60.6M | Buy |
270,123
+143,625
| +114% | +$39.2M | 0.39% | 57 |
|
|
2022
Q1 | $45.4M | Buy |
126,498
+5,580
| +5% | +$1.74M | 0.29% | 82 |
|
|
2021
Q4 | $42.6M | Sell |
120,918
-7,083
| -6% | -$2.38M | 0.29% | 84 |
|
|
2021
Q3 | $33.1M | Buy |
128,001
+5,196
| +4% | +$1.22M | 0.27% | 91 |
|
|
2021
Q2 | $27.8M | Sell |
122,805
-1,122
| -0.9% | -$244K | 0.26% | 101 |
|
|
2021
Q1 | $27.6M | Buy |
123,927
+27,438
| +28% | +$6.89M | 0.3% | 84 |
|
|
2020
Q4 | $22.7M | Buy |
96,489
+9,327
| +11% | +$1.59M | 0.3% | 90 |
|
|
2020
Q3 | $13M | Buy |
87,162
+7,947
| +10% | +$938K | 0.22% | 120 |
|
|
2020
Q2 | $5.91M | Sell |
79,215
-7,350
| -8% | -$398K | 0.1% | 203 |
|
|
2020
Q1 | $2.78M | Buy |
86,565
+3,720
| +4% | +$154K | 0.06% | 255 |
|
|
2019
Q4 | $2.38M | Buy |
82,845
+31,260
| +61% | +$678K | 0.04% | 345 |
|
|
2019
Q3 | $828K | Sell |
51,585
-4,515
| -8% | -$70.7K | 0.03% | 332 |
|
|
2019
Q2 | $836K | Buy |
56,100
+2,970
| +6% | +$46.2K | 0.03% | 315 |
|
|
2019
Q1 | $991K | Buy |
53,130
+4,530
| +9% | +$90.9K | 0.04% | 270 |
|
|
2018
Q4 | $1.08M | Buy |
48,600
+705
| +1% | +$15.2K | 0.06% | 213 |
|
|
2018
Q3 | $845K | Buy |
47,895
+44,145
| +1,177% | +$919K | 0.04% | 242 |
|
|
2018
Q2 | $86K | Buy |
3,750
+750
| +25% | +$15.2K | ﹤0.01% | 552 |
|
|
2018
Q1 | $50K | Buy |
3,000
+1,275
| +74% | +$28K | ﹤0.01% | 602 |
|
|
2017
Q4 | $36K | Buy |
+1,725
| New | +$37.5K | ﹤0.01% | 652 |
|
Other funds holding TSLA
CAPTRUST Financial Advisors's TSLA Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its Tesla (TSLA) stake by 3.6% in Q2 2026, buying an estimated $3.78M and bringing the position to 275,306 shares worth $116M. The position accounts for 0.18% of the portfolio, ranked #96.
CAPTRUST Financial Advisors first reported a position in TSLA in Q4 2017 and has held it in 35 quarters since. The position peaked at $121M in Q4 2024. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- CAPTRUST Financial Advisors held 275,306 shares of Tesla worth $116M as of Q2 2026.
- CAPTRUST Financial Advisors bought 9,506 Tesla shares in Q2 2026, an estimated $3.78M.
- Tesla made up 0.18% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #96 holding.
- CAPTRUST Financial Advisors first reported a position in Tesla in Q4 2017 and has held it in 35 quarters since.
- CAPTRUST Financial Advisors's Tesla position peaked at $121M in Q4 2024.
- 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.