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Crescent Grove Advisors’s Tesla TSLA Stock Holding History

Crescent Grove 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 		$3.72M Sell
8,849
-28
-0.3% -$11.1K 0.31% 69
2026
Q1 		$3.3M Buy
8,877
+33
+0.4% +$13.6K 0.32% 71
2025
Q4 		$3.98M Buy
8,844
+66
+0.8% +$29.3K 0.37% 62
2025
Q3 		$3.9M Sell
8,778
-96
-1% -$33.3K 0.37% 61
2025
Q2 		$2.82M Sell
8,874
-184
-2% -$55.4K 0.27% 66
2025
Q1 		$2.35M Sell
9,058
-155
-2% -$51.7K 0.24% 69
2024
Q4 		$3.72M Buy
9,213
+200
+2% +$64.3K 0.37% 57
2024
Q3 		$2.36M Buy
9,013
+4
+0% +$912 0.24% 68
2024
Q2 		$1.78M Sell
9,009
-1,825
-17% -$319K 0.2% 78
2024
Q1 		$1.9M Sell
10,834
-114
-1% -$22.3K 0.2% 76
2023
Q4 		$2.72M Buy
10,948
+612
+6% +$145K 0.3% 56
2023
Q3 		$2.59M Buy
10,336
+805
+8% +$207K 0.32% 58
2023
Q2 		$2.49M Sell
9,531
-393
-4% -$78.6K 0.27% 64
2023
Q1 		$2.06M Sell
9,924
-70
-0.7% -$12.2K 0.24% 63
2022
Q4 		$1.23M Sell
9,994
-372
-4% -$70.4K 0.13% 100
2022
Q3 		$2.75M Sell
10,366
-188
-2% -$52.5K 0.32% 45
2022
Q2 		$2.37M Buy
10,554
+54
+0.5% +$14.7K 0.25% 53
2022
Q1 		$3.77M Buy
10,500
+1,671
+19% +$520K 0.37% 41
2021
Q4 		$3.11M Buy
8,829
+411
+5% +$138K 0.29% 50
2021
Q3 		$2.18M Hold
8,418
– – 0.23% 56
2021
Q2 		$1.91M Buy
8,418
+762
+10% +$165K 0.2% 59
2021
Q1 		$1.71M Buy
7,656
+186
+2% +$46.7K 0.2% 63
2020
Q4 		$1.76M Buy
7,470
+30
+0.4% +$5.12K 0.23% 49
2020
Q3 		$1.06M Buy
7,440
+15
+0.2% +$1.77K 0.21% 64
2020
Q2 		$535K Hold
7,425
– – 0.11% 83
2020
Q1 		$259K Hold
7,425
– – 0.06% 111
2019
Q4 		$207K Buy
+7,425
New +$161K 0.04% 148

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

Crescent Grove Advisors's TSLA Position: Q2 2026 in Review

Crescent Grove Advisors reduced its Tesla (TSLA) stake by 0.32% in Q2 2026, selling an estimated $11.1K and leaving 8,849 shares worth $3.72M. The position accounts for 0.31% of the portfolio, ranked #69.

Crescent Grove Advisors first reported a position in TSLA in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.98M in Q4 2025. 4,294 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Crescent Grove Advisors held 8,849 shares of Tesla worth $3.72M as of Q2 2026.
  • Crescent Grove Advisors sold 28 Tesla shares in Q2 2026, an estimated $11.1K.
  • Tesla made up 0.31% of Crescent Grove Advisors's portfolio in Q2 2026, its #69 holding.
  • Crescent Grove Advisors first reported a position in Tesla in Q4 2019 and has held it in 27 quarters since.
  • Crescent Grove Advisors's Tesla position peaked at $3.98M in Q4 2025.
  • 4,294 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.