COMPASS FINANCIAL MANAGEMENT LLC’s Tesla TSLA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$2.09M	Buy	+5,919	New	+$2.35M	0.25%	112

Other funds holding TSLA

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

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

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

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TSLA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Tesla (TSLA) in Q2 2026: 5,919 shares worth $2.09M. The stake represents 0.25% of the portfolio and ranks #112 among its holdings.

3,442 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 5,919 shares of Tesla worth $2.09M as of Q2 2026.
Tesla was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Tesla made up 0.25% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #112 holding.
3,442 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.