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Curtis Advisory Group’s Tesla TSLA Stock Holding History

Curtis Advisory 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
2026
Q2 		$541K Sell
1,286
-127
-9% -$50.5K 0.11% 88
2026
Q1 		$525K Hold
1,413
– – 0.11% 86
2025
Q4 		$635K Sell
1,413
-55
-4% -$24.4K 0.13% 79
2025
Q3 		$653K Buy
1,468
+255
+21% +$88.4K 0.15% 68
2025
Q2 		$385K Sell
1,213
-32
-3% -$9.64K 0.1% 84
2025
Q1 		$323K Buy
1,245
+60
+5% +$20K 0.09% 84
2024
Q4 		$479K Sell
1,185
-221
-16% -$71.1K 0.13% 67
2024
Q3 		$368K Sell
1,406
-76
-5% -$17.3K 0.1% 74
2024
Q2 		$293K Sell
1,482
-51
-3% -$8.91K 0.1% 79
2024
Q1 		$269K Hold
1,533
– – 0.1% 80
2023
Q4 		$381K Sell
1,533
-43
-3% -$10.2K 0.17% 67
2023
Q3 		$394K Hold
1,576
– – 0.13% 66
2023
Q2 		$413K Hold
1,576
– – 0.13% 65
2023
Q1 		$327K Buy
+1,576
New +$275K 0.12% 66
2022
Q4 		– Sell
-1,503
Closed -$399K – 94
2022
Q3 		$399K Buy
1,503
+57
+4% +$15.9K 0.16% 60
2022
Q2 		$325K Buy
1,446
+15
+1% +$4.09K 0.13% 65
2022
Q1 		$514K Buy
1,431
+600
+72% +$187K 0.17% 50
2021
Q4 		$293K Sell
831
-21
-2% -$7.04K 0.1% 72
2021
Q3 		$220K Buy
+852
New +$201K 0.08% 71
2021
Q1 		– Sell
-1,263
Closed -$297K – 77
2020
Q4 		$297K Buy
+1,263
New +$216K 0.14% 53
2020
Q3 		– Sell
-2,790
Closed -$201K – 61
2020
Q2 		$201K Buy
+2,790
New +$151K 0.14% 56

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

Curtis Advisory Group's TSLA Position: Q2 2026 in Review

Curtis Advisory Group reduced its Tesla (TSLA) stake by 9% in Q2 2026, selling an estimated $50.5K and leaving 1,286 shares worth $541K. The position accounts for 0.11% of the portfolio, ranked #88.

Curtis Advisory Group first reported a position in TSLA in Q2 2020 and has held it in 21 quarters since. The position peaked at $653K in Q3 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Curtis Advisory Group held 1,286 shares of Tesla worth $541K as of Q2 2026.
  • Curtis Advisory Group sold 127 Tesla shares in Q2 2026, an estimated $50.5K.
  • Tesla made up 0.11% of Curtis Advisory Group's portfolio in Q2 2026, its #88 holding.
  • Curtis Advisory Group first reported a position in Tesla in Q2 2020 and has held it in 21 quarters since.
  • Curtis Advisory Group's Tesla position peaked at $653K in Q3 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.