Cerity Partners’s Tesla TSLA Stock Holding History

Cerity Partners’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	$278M	Buy	1,831,467 +1,218,490	+199%	+$485M	0.34%	58
2026 Q1	$228M	Sell	612,977 -468,568	-43%	-$193M	0.32%	58
2025 Q4	$486M	Buy	1,081,545 +580,189	+116%	+$257M	0.71%	21
2025 Q3	$220M	Buy	501,356 +44,222	+10%	+$15.3M	0.36%	52
2025 Q2	$143M	Buy	457,134 +54,122	+13%	+$16.3M	0.26%	85
2025 Q1	$102M	Buy	403,012 +9,258	+2%	+$3.09M	0.21%	105
2024 Q4	$144M	Buy	393,754 +5,619	+1%	+$1.81M	0.31%	67
2024 Q3	$102M	Buy	388,135 +89,152	+30%	+$20.3M	0.22%	93
2024 Q2	$59.2M	Sell	298,983 -23,292	-7%	-$4.07M	0.16%	139
2024 Q1	$56.6M	Buy	322,275 +87,536	+37%	+$17.1M	0.15%	142
2023 Q4	$58.3M	Buy	234,739 +81,418	+53%	+$19.3M	0.19%	125
2023 Q3	$38.4M	Sell	153,321 -50,442	-25%	-$13M	0.19%	131
2023 Q2	$53.3M	Buy	203,763 +24,953	+14%	+$4.99M	0.21%	114
2023 Q1	$77M	Buy	178,810 +1,116	+0.6%	+$195K	0.18%	82
2022 Q4	$21.9M	Buy	177,694 +28,724	+19%	+$5.44M	0.14%	153
2022 Q3	$39.5M	Buy	148,970 +7,184	+5%	+$2.01M	0.48%	43
2022 Q2	$31.8M	Buy	141,786 +6,285	+5%	+$1.72M	0.35%	59
2022 Q1	$32.1M	Sell	135,501 -783	-0.6%	-$244K	0.5%	42
2021 Q4	$31.8M	Buy	136,284 +77,673	+133%	+$26.1M	0.48%	43
2021 Q3	$15.2M	Buy	58,611 +2,040	+4%	+$480K	0.33%	64
2021 Q2	$12.8M	Buy	56,571 +27,069	+92%	+$5.88M	0.28%	75
2021 Q1	$6.57M	Sell	29,502 -2,244	-7%	-$563K	0.16%	130
2020 Q4	$7.47M	Buy	31,746 +5,937	+23%	+$1.01M	0.24%	95
2020 Q3	$3.69M	Sell	25,809 -1,581	-6%	-$187K	0.15%	118
2020 Q2	$1.97M	Sell	27,390 -1,110	-4%	-$60K	0.11%	136
2020 Q1	$996K	Sell	28,500 -14,505	-34%	-$601K	0.06%	207
2019 Q4	$1.2M	Sell	43,005 -22,560	-34%	-$489K	0.06%	220
2019 Q3	$1.05M	Sell	65,565 -600	-0.9%	-$9.39K	0.06%	247
2019 Q2	$986K	Sell	66,165 -13,920	-17%	-$217K	0.06%	233
2019 Q1	$1.49M	Buy	80,085 +9,450	+13%	+$190K	0.1%	190
2018 Q4	$1.57M	Buy	70,635 +1,410	+2%	+$30.3K	0.11%	178
2018 Q3	$1.22M	Sell	69,225 -675	-1%	-$14.1K	0.08%	221
2018 Q2	$1.6M	Buy	69,900 +1,275	+2%	+$25.9K	0.12%	183
2018 Q1	$1.22M	Sell	68,625 -2,580	-4%	-$56.7K	0.09%	206
2017 Q4	$1.48M	Sell	71,205 -780	-1%	-$17K	0.1%	189
2017 Q3	$1.64M	Buy	+71,985	New	+$1.66M	0.12%	182
2017 Q2	–	Sell	-98,280	Closed	-$1.82M	–	432
2017 Q1	$1.82M	Buy	+98,280	New	+$1.66M	0.15%	133

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cerity Partners's TSLA Position: Q2 2026 in Review

Cerity Partners increased its Tesla (TSLA) stake by 199% in Q2 2026, buying an estimated $485M and bringing the position to 1,831,467 shares worth $278M. The position accounts for 0.34% of the portfolio, ranked #58.

Cerity Partners first reported a position in TSLA in Q1 2017 and has held it in 37 quarters since. The position peaked at $486M in Q4 2025. 3,921 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Cerity Partners held 1,831,467 shares of Tesla worth $278M as of Q2 2026.
Cerity Partners bought 1,218,490 Tesla shares in Q2 2026, an estimated $485M.
Tesla made up 0.34% of Cerity Partners's portfolio in Q2 2026, its #58 holding.
Cerity Partners first reported a position in Tesla in Q1 2017 and has held it in 37 quarters since.
Cerity Partners's Tesla position peaked at $486M in Q4 2025.
3,921 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.