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CBIZ Investment Advisory Services’s Tesla TSLA Stock Holding History

CBIZ Investment 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 		$53.9K Hold
145
– – ﹤0.01% 86
2026
Q1 		$53.9K Sell
145
-1,040
-88% -$428K ﹤0.01% 86
2025
Q4 		$533K Buy
1,185
+44
+4% +$19.5K 0.02% 36
2025
Q3 		$507K Buy
1,141
+67
+6% +$23.2K 0.02% 35
2025
Q2 		$341K Buy
1,074
+50
+5% +$15.1K 0.02% 39
2025
Q1 		$265K Buy
1,024
+610
+147% +$203K 0.01% 44
2024
Q4 		$167K Buy
414
+68
+20% +$21.9K 0.01% 55
2024
Q3 		$90.5K Hold
346
– – ﹤0.01% 73
2024
Q2 		$68.5K Buy
346
+209
+153% +$36.5K ﹤0.01% 88
2024
Q1 		$24.1K Buy
+137
New +$26.8K ﹤0.01% 147

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

CBIZ Investment Advisory Services's TSLA Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Tesla (TSLA) position steady in Q2 2026 at 145 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #86.

CBIZ Investment Advisory Services first reported a position in TSLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $533K in Q4 2025. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • CBIZ Investment Advisory Services held 145 shares of Tesla worth $53.9K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Tesla share count unchanged in Q2 2026.
  • Tesla made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #86 holding.
  • CBIZ Investment Advisory Services first reported a position in Tesla in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Tesla position peaked at $533K in Q4 2025.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.