Crestwood Advisors Group’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 | $13.9M | Buy |
33,146
+9,178
| +38% | +$3.65M | 0.21% | 89 |
|
|
2026
Q1 | $8.91M | Buy |
23,968
+4,401
| +22% | +$1.81M | 0.15% | 112 |
|
|
2025
Q4 | $8.8M | Buy |
19,567
+5,039
| +35% | +$2.23M | 0.15% | 108 |
|
|
2025
Q3 | $6.46M | Buy |
14,528
+3,105
| +27% | +$1.08M | 0.11% | 122 |
|
|
2025
Q2 | $3.63M | Buy |
11,423
+2,310
| +25% | +$696K | 0.07% | 156 |
|
|
2025
Q1 | $2.36M | Sell |
9,113
-840
| -8% | -$280K | 0.04% | 185 |
|
|
2024
Q4 | $4.02M | Buy |
9,953
+253
| +3% | +$81.4K | 0.08% | 139 |
|
|
2024
Q3 | $2.54M | Buy |
9,700
+878
| +10% | +$200K | 0.05% | 168 |
|
|
2024
Q2 | $1.75M | Sell |
8,822
-303
| -3% | -$53K | 0.04% | 186 |
|
|
2024
Q1 | $1.6M | Buy |
9,125
+597
| +7% | +$117K | 0.04% | 190 |
|
|
2023
Q4 | $2.12M | Buy |
8,528
+1,361
| +19% | +$323K | 0.05% | 157 |
|
|
2023
Q3 | $1.79M | Sell |
7,167
-26
| -0.4% | -$6.68K | 0.05% | 161 |
|
|
2023
Q2 | $1.88M | Sell |
7,193
-171
| -2% | -$34.2K | 0.06% | 111 |
|
|
2023
Q1 | $1.53M | Sell |
7,364
-65
| -0.9% | -$11.3K | 0.05% | 122 |
|
|
2022
Q4 | $915K | Sell |
7,429
-3,164
| -30% | -$599K | 0.03% | 148 |
|
|
2022
Q3 | $2.81M | Sell |
10,593
-1,773
| -14% | -$495K | 0.1% | 105 |
|
|
2022
Q2 | $2.78M | Sell |
12,366
-12
| -0.1% | -$3.28K | 0.09% | 107 |
|
|
2022
Q1 | $4.45M | Buy |
12,378
+165
| +1% | +$51.4K | 0.12% | 97 |
|
|
2021
Q4 | $4.3M | Sell |
12,213
-111
| -0.9% | -$37.2K | 0.11% | 100 |
|
|
2021
Q3 | $3.19M | Buy |
12,324
+336
| +3% | +$79.1K | 0.09% | 105 |
|
|
2021
Q2 | $2.72M | Sell |
11,988
-501
| -4% | -$109K | 0.08% | 113 |
|
|
2021
Q1 | $2.78M | Buy |
12,489
+1,173
| +10% | +$294K | 0.09% | 111 |
|
|
2020
Q4 | $2.66M | Buy |
11,316
+756
| +7% | +$129K | 0.09% | 108 |
|
|
2020
Q3 | $1.51M | Sell |
10,560
-840
| -7% | -$99.2K | 0.06% | 115 |
|
|
2020
Q2 | $821K | Buy |
11,400
+1,905
| +20% | +$103K | 0.03% | 133 |
|
|
2020
Q1 | $332K | Sell |
9,495
-5,895
| -38% | -$244K | 0.02% | 175 |
|
|
2019
Q4 | $429K | Sell |
15,390
-2,775
| -15% | -$60.2K | 0.02% | 182 |
|
|
2019
Q3 | $292K | Buy |
18,165
+150
| +0.8% | +$2.35K | 0.01% | 204 |
|
|
2019
Q2 | $268K | Buy |
+18,015
| New | +$280K | 0.01% | 202 |
|
|
2017
Q4 | – | Sell |
-1,680
| Closed | -$38K | – | 202 |
|
|
2017
Q3 | $38K | Hold |
1,680
| – | – | ﹤0.01% | 163 |
|
|
2017
Q2 | $38K | Sell |
1,680
-3,000
| -64% | -$66K | ﹤0.01% | 156 |
|
|
2017
Q1 | $99K | Buy |
+4,680
| New | +$79.2K | 0.01% | 196 |
|
Other funds holding TSLA
Crestwood Advisors Group's TSLA Position: Q2 2026 in Review
Crestwood Advisors Group increased its Tesla (TSLA) stake by 38% in Q2 2026, buying an estimated $3.65M and bringing the position to 33,146 shares worth $13.9M. The position accounts for 0.21% of the portfolio, ranked #89.
Crestwood Advisors Group first reported a position in TSLA in Q1 2017 and has held it in 32 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Crestwood Advisors Group held 33,146 shares of Tesla worth $13.9M as of Q2 2026.
- Crestwood Advisors Group bought 9,178 Tesla shares in Q2 2026, an estimated $3.65M.
- Tesla made up 0.21% of Crestwood Advisors Group's portfolio in Q2 2026, its #89 holding.
- Crestwood Advisors Group first reported a position in Tesla in Q1 2017 and has held it in 32 quarters since.
- 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.