Comprehensive Financial Consultants Institutional’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$256K Sell
608
-18
-3% -$7.16K 0.07% 187
2026
Q1
$233K Sell
626
-1
-0.2% -$412 0.07% 182
2025
Q4
$282K Sell
627
-5
-0.8% -$2.22K 0.09% 165
2025
Q3
$281K Sell
632
-85
-12% -$29.5K 0.09% 163
2025
Q2
$228K Buy
+717
New +$216K 0.07% 175
2025
Q1
Sell
-588
Closed -$237K 181
2024
Q4
$237K Buy
+588
New +$189K 0.09% 158
2022
Q1
Sell
-306
Closed -$82K 467
2021
Q4
$82K Buy
+306
New +$103K 0.05% 199

Other funds holding TSLA

Comprehensive Financial Consultants Institutional's TSLA Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Tesla (TSLA) stake by 2.9% in Q2 2026, selling an estimated $7.16K and leaving 608 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #187.

Comprehensive Financial Consultants Institutional first reported a position in TSLA in Q4 2021 and has held it in 7 quarters since. The position peaked at $282K in Q4 2025. 1,986 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 608 shares of Tesla worth $256K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 18 Tesla shares in Q2 2026, an estimated $7.16K.
  • Tesla made up 0.07% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #187 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Tesla in Q4 2021 and has held it in 7 quarters since.
  • Comprehensive Financial Consultants Institutional's Tesla position peaked at $282K in Q4 2025.
  • 1,986 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.