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Crestwood Advisors Group’s Tesla TSLA Stock Holding History

Crestwood Advisors Group’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
2017
Q4 		– Sell
-7,500
Closed -$171K – 203
2017
Q3 		$171K Hold
7,500
– – 0.01% 154
2017
Q2 		$168K Hold
7,500
– – 0.01% 149
2017
Q1 		$159K Buy
+7,500
New +$127K 0.01% 155

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

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. 4,317 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.
  • 4,317 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.