DHJJ Financial Advisors’s Tesla TSLA Stock Holding History

DHJJ 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	$103K	Buy	244 +13	+6%	+$5.17K	0.03%	309
2026 Q1	$85.9K	Hold	231	–	–	0.03%	305
2025 Q4	$104K	Hold	231	–	–	0.03%	269
2025 Q3	$103K	Sell	231 -10	-4%	-$3.47K	0.03%	258
2025 Q2	$76.6K	Sell	241 -63	-21%	-$19K	0.03%	285
2025 Q1	$78.8K	Sell	304 -1,423	-82%	-$474K	0.03%	252
2024 Q4	$697K	Sell	1,727 -21	-1%	-$6.76K	0.27%	72
2024 Q3	$457K	Sell	1,748 -24	-1%	-$5.47K	0.18%	97
2024 Q2	$351K	Buy	1,772 +36	+2%	+$6.29K	0.15%	114
2024 Q1	$305K	Hold	1,736	–	–	0.14%	110
2023 Q4	$431K	Buy	1,736 +1,545	+809%	+$367K	0.2%	86
2023 Q3	$47.8K	Buy	+191	New	+$49.1K	0.02%	250

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

DHJJ Financial Advisors increased its Tesla (TSLA) stake by 5.6% in Q2 2026, buying an estimated $5.17K and bringing the position to 244 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #309.

DHJJ Financial Advisors first reported a position in TSLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $697K in Q4 2024. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

DHJJ Financial Advisors held 244 shares of Tesla worth $103K as of Q2 2026.
DHJJ Financial Advisors bought 13 Tesla shares in Q2 2026, an estimated $5.17K.
Tesla made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #309 holding.
DHJJ Financial Advisors first reported a position in Tesla in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Tesla position peaked at $697K in Q4 2024.
4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.