Client 1st Advisory Group’s Tesla TSLA Stock Holding History

Client 1st Advisory Group’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	$967K	Buy	2,298 +522	+29%	+$208K	0.25%	52
2026 Q1	$660K	Sell	1,776 -601	-25%	-$248K	0.2%	62
2025 Q4	$1.07M	Buy	+2,377	New	+$1.05M	0.33%	40
2024 Q2	–	Sell	-1,988	Closed	-$349K	–	118
2024 Q1	$349K	Sell	1,988 -32	-2%	-$6.25K	0.16%	74
2023 Q4	$502K	Sell	2,020 -1,040	-34%	-$247K	0.24%	52
2023 Q3	$766K	Buy	+3,060	New	+$786K	0.4%	35

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Client 1st Advisory Group's TSLA Position: Q2 2026 in Review

Client 1st Advisory Group increased its Tesla (TSLA) stake by 29% in Q2 2026, buying an estimated $208K and bringing the position to 2,298 shares worth $967K. The position accounts for 0.25% of the portfolio, ranked #52.

Client 1st Advisory Group first reported a position in TSLA in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2025. 925 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Client 1st Advisory Group held 2,298 shares of Tesla worth $967K as of Q2 2026.
Client 1st Advisory Group bought 522 Tesla shares in Q2 2026, an estimated $208K.
Tesla made up 0.25% of Client 1st Advisory Group's portfolio in Q2 2026, its #52 holding.
Client 1st Advisory Group first reported a position in Tesla in Q3 2023 and has held it in 6 quarters since.
Client 1st Advisory Group's Tesla position peaked at $1.07M in Q4 2025.
925 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.