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Clear Point Advisors’s Tesla TSLA Stock Holding History

Clear Point 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 		$400K Sell
950
-20
-2% -$7.95K 0.35% 64
2026
Q1 		$361K Sell
970
-124
-11% -$51.1K 0.28% 60
2025
Q4 		$492K Sell
1,094
-21
-2% -$9.31K 0.38% 80
2025
Q3 		$496K Sell
1,115
-22
-2% -$7.63K 0.39% 79
2025
Q2 		$361K Buy
1,137
+7
+0.6% +$2.11K 0.3% 85
2025
Q1 		$293K Sell
1,130
-138
-11% -$46K 0.26% 86
2024
Q4 		$512K Buy
1,268
+72
+6% +$23.2K 0.44% 67
2024
Q3 		$313K Buy
1,196
+31
+3% +$7.07K 0.24% 86
2024
Q2 		$231K Buy
1,165
+30
+3% +$5.24K 0.19% 99
2024
Q1 		$200K Sell
1,135
-227
-17% -$44.4K 0.16% 105
2023
Q4 		$338K Buy
+1,362
New +$324K 0.3% 76

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 $3.37T AUM 44.26% 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

Clear Point Advisors's TSLA Position: Q2 2026 in Review

Clear Point Advisors reduced its Tesla (TSLA) stake by 2.1% in Q2 2026, selling an estimated $7.95K and leaving 950 shares worth $400K. The position accounts for 0.35% of the portfolio, ranked #64.

Clear Point Advisors first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $512K in Q4 2024. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Clear Point Advisors held 950 shares of Tesla worth $400K as of Q2 2026.
  • Clear Point Advisors sold 20 Tesla shares in Q2 2026, an estimated $7.95K.
  • Tesla made up 0.35% of Clear Point Advisors's portfolio in Q2 2026, its #64 holding.
  • Clear Point Advisors first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Clear Point Advisors's Tesla position peaked at $512K in Q4 2024.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.