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CVFG LLC’s Tesla TSLA Stock Holding History

CVFG LLC’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 		$1.92M Sell
4,559
-226
-5% -$89.9K 0.2% 104
2026
Q1 		$1.78M Buy
4,785
+781
+20% +$322K 0.22% 108
2025
Q4 		$1.8M Buy
4,004
+17
+0.4% +$7.54K 1.23% 25
2025
Q3 		$1.77M Buy
3,987
+57
+1% +$19.8K 1.28% 25
2025
Q2 		$1.25M Buy
3,930
+580
+17% +$175K 0.99% 26
2025
Q1 		$868K Buy
3,350
+1,123
+50% +$374K 0.79% 30
2024
Q4 		$899K Buy
+2,227
New +$717K 0.82% 31

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

CVFG LLC's TSLA Position: Q2 2026 in Review

CVFG LLC reduced its Tesla (TSLA) stake by 4.7% in Q2 2026, selling an estimated $89.9K and leaving 4,559 shares worth $1.92M. The position accounts for 0.2% of the portfolio, ranked #104.

CVFG LLC first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • CVFG LLC held 4,559 shares of Tesla worth $1.92M as of Q2 2026.
  • CVFG LLC sold 226 Tesla shares in Q2 2026, an estimated $89.9K.
  • Tesla made up 0.2% of CVFG LLC's portfolio in Q2 2026, its #104 holding.
  • CVFG LLC first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.