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Delta Financial Advisors’s Tesla TSLA Stock Holding History

Delta Financial 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 		$526K Sell
1,250
-10
-0.8% -$3.98K 0.12% 116
2026
Q1 		$468K Hold
1,260
– – 0.12% 116
2025
Q4 		$567K Sell
1,260
-100
-7% -$44.3K 0.15% 108
2025
Q3 		$605K Hold
1,360
– – 0.17% 101
2025
Q2 		$432K Hold
1,360
– – 0.15% 89
2025
Q1 		$352K Sell
1,360
-1,000
-42% -$333K 0.13% 95
2024
Q4 		$953K Hold
2,360
– – 0.35% 71
2024
Q3 		$617K Hold
2,360
– – 0.22% 85
2024
Q2 		$467K Hold
2,360
– – 0.18% 87
2024
Q1 		$415K Sell
2,360
-39
-2% -$7.62K 0.16% 92
2023
Q4 		$596K Hold
2,399
– – 0.26% 85
2023
Q3 		$600K Hold
2,399
– – 0.27% 82
2023
Q2 		$628K Hold
2,399
– – 0.28% 84
2023
Q1 		$498K Buy
2,399
+400
+20% +$69.8K 0.24% 86
2022
Q4 		$246K Buy
1,999
+385
+24% +$72.9K 0.12% 106
2022
Q3 		$428K Buy
1,614
+15
+0.9% +$4.19K 0.23% 87
2022
Q2 		$359K Buy
1,599
+225
+16% +$61.4K 0.18% 99
2022
Q1 		$494K Buy
1,374
+150
+12% +$46.7K 0.21% 93
2021
Q4 		$431K Hold
1,224
– – 0.18% 101
2021
Q3 		$316K Hold
1,224
– – 0.14% 102
2021
Q2 		$277K Buy
1,224
+60
+5% +$13K 0.12% 106
2021
Q1 		$259K Buy
1,164
+18
+2% +$4.52K 0.12% 104
2020
Q4 		$270K Buy
+1,146
New +$196K 0.14% 103

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

Delta Financial Advisors's TSLA Position: Q2 2026 in Review

Delta Financial Advisors reduced its Tesla (TSLA) stake by 0.79% in Q2 2026, selling an estimated $3.98K and leaving 1,250 shares worth $526K. The position accounts for 0.12% of the portfolio, ranked #116.

Delta Financial Advisors first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $953K in Q4 2024. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Delta Financial Advisors held 1,250 shares of Tesla worth $526K as of Q2 2026.
  • Delta Financial Advisors sold 10 Tesla shares in Q2 2026, an estimated $3.98K.
  • Tesla made up 0.12% of Delta Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Delta Financial Advisors first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Delta Financial Advisors's Tesla position peaked at $953K in Q4 2024.
  • 4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.