CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Tesla TSLA Stock Holding History

CAPTRUST Financial 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 		$463K Buy
+1,100
New +$437K ﹤0.01% 2240
2023
Q4 		– Sell
-1,000
Closed -$250 – 2798
2023
Q3 		$250 Buy
+1,000
New +$257K ﹤0.01% 2585

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

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. 4,317 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.
  • 4,317 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.