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Compass Financial Group (South Dakota)’s Tesla TSLA Stock Holding History

Compass Financial Group (South Dakota)’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 		$471K Sell
1,121
-77
-6% -$30.6K 0.05% 67
2026
Q1 		$445K Buy
1,198
+297
+33% +$122K 0.06% 64
2025
Q4 		$405K Buy
901
+148
+20% +$65.6K 0.06% 62
2025
Q3 		$335K Hold
753
– – 0.05% 73
2025
Q2 		$239K Buy
+753
New +$227K 0.04% 85
2025
Q1 		– Sell
-724
Closed -$292K – 98
2024
Q4 		$292K Sell
724
-48
-6% -$15.4K 0.06% 73
2024
Q3 		$202K Buy
+772
New +$176K 0.04% 90
2023
Q3 		– Sell
-852
Closed -$223K – 98
2023
Q2 		$223K Buy
+852
New +$170K 0.07% 89

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

Compass Financial Group (South Dakota)'s TSLA Position: Q2 2026 in Review

Compass Financial Group (South Dakota) reduced its Tesla (TSLA) stake by 6.4% in Q2 2026, selling an estimated $30.6K and leaving 1,121 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #67.

Compass Financial Group (South Dakota) first reported a position in TSLA in Q2 2023 and has held it in 8 quarters since. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Compass Financial Group (South Dakota) held 1,121 shares of Tesla worth $471K as of Q2 2026.
  • Compass Financial Group (South Dakota) sold 77 Tesla shares in Q2 2026, an estimated $30.6K.
  • Tesla made up 0.05% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #67 holding.
  • Compass Financial Group (South Dakota) first reported a position in Tesla in Q2 2023 and has held it in 8 quarters since.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.