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Concurrent Investment Advisors’s Tesla TSLA Stock Holding History

Concurrent Investment 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 		$35.9M Buy
135,987
+53,840
+66% +$21.4M 0.31% 63
2026
Q1 		$30.3M Sell
82,147
-2,236
-3% -$921K 0.33% 55
2025
Q4 		$37.7M Buy
84,383
+17,636
+26% +$7.82M 0.43% 41
2025
Q3 		$29.4M Sell
66,747
-271
-0.4% -$94K 0.5% 38
2025
Q2 		$21.1M Buy
67,018
+10,838
+19% +$3.27M 0.41% 48
2025
Q1 		$14.4M Sell
56,180
-2,615
-4% -$871K 0.35% 58
2024
Q4 		$23.5M Buy
58,795
+12,593
+27% +$4.05M 0.63% 30
2024
Q3 		$11.9M Sell
46,202
-58,081
-56% -$13.2M 0.35% 66
2024
Q2 		$20.6M Buy
104,283
+10,845
+12% +$1.9M 0.68% 26
2024
Q1 		$6.64M Buy
93,438
+8,315
+10% +$1.62M 0.27% 90
2023
Q4 		$7.29M Buy
+85,123
New +$20.2M 0.34% 68

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

Concurrent Investment Advisors's TSLA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Tesla (TSLA) stake by 66% in Q2 2026, buying an estimated $21.4M and bringing the position to 135,987 shares worth $35.9M. The position accounts for 0.31% of the portfolio, ranked #63.

Concurrent Investment Advisors first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.7M in Q4 2025. 4,296 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Concurrent Investment Advisors held 135,987 shares of Tesla worth $35.9M as of Q2 2026.
  • Concurrent Investment Advisors bought 53,840 Tesla shares in Q2 2026, an estimated $21.4M.
  • Tesla made up 0.31% of Concurrent Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • Concurrent Investment Advisors first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Tesla position peaked at $37.7M in Q4 2025.
  • 4,296 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.