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Cumberland Advisors’s Tesla TSLA Stock Holding History

Cumberland 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 		$278K Hold
660
– – 0.1% 44
2026
Q1 		$245K Hold
660
– – 0.1% 46
2025
Q4 		$297K Sell
660
-450
-41% -$199K 0.11% 43
2025
Q3 		$494K Buy
1,110
+450
+68% +$156K 0.19% 40
2025
Q2 		$210K Buy
+660
New +$199K 0.09% 48
2025
Q1 		– Sell
-660
Closed -$267K – 51
2024
Q4 		$267K Buy
+660
New +$212K 0.11% 45
2022
Q2 		– Sell
-660
Closed -$237K – 60
2022
Q1 		$237K Hold
660
– – 0.05% 54
2021
Q4 		$232K Buy
+660
New +$221K 0.05% 59

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

Cumberland Advisors's TSLA Position: Q2 2026 in Review

Cumberland Advisors held its Tesla (TSLA) position steady in Q2 2026 at 660 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #44.

Cumberland Advisors first reported a position in TSLA in Q4 2021 and has held it in 8 quarters since. The position peaked at $494K in Q3 2025. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Cumberland Advisors held 660 shares of Tesla worth $278K as of Q2 2026.
  • Cumberland Advisors left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.1% of Cumberland Advisors's portfolio in Q2 2026, its #44 holding.
  • Cumberland Advisors first reported a position in Tesla in Q4 2021 and has held it in 8 quarters since.
  • Cumberland Advisors's Tesla position peaked at $494K in Q3 2025.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.