EFH
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Eaton Financial Holdings’s Tesla TSLA Stock Holding History

Eaton Financial Holdings’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 		$3.36M Buy
7,995
+1,270
+19% +$505K 0.92% 29
2026
Q1 		$2.5M Sell
6,725
-1,221
-15% -$503K 0.82% 31
2025
Q4 		$3.57M Buy
7,946
+291
+4% +$129K 0.96% 26
2025
Q3 		$3.4M Sell
7,655
-842
-10% -$292K 0.96% 26
2025
Q2 		$2.7M Buy
8,497
+6,980
+460% +$2.1M 0.83% 30
2025
Q1 		$393K Hold
1,517
– – 0.16% 50
2024
Q4 		$613K Buy
1,517
+4
+0.3% +$1.29K 0.24% 47
2024
Q3 		$396K Buy
+1,513
New +$345K 0.16% 55
2024
Q1 		– Sell
-838
Closed -$208K – 149
2023
Q4 		$208K Sell
838
-4,748
-85% -$1.13M 0.05% 147
2023
Q3 		$1.4M Sell
5,586
-1,857
-25% -$477K 0.37% 75
2023
Q2 		$1.95M Sell
7,443
-910
-11% -$182K 1.47% 16
2023
Q1 		$1.73M Buy
8,353
+1,950
+30% +$340K 1.36% 16
2022
Q4 		$789K Buy
+6,403
New +$1.21M 0.67% 28

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

Eaton Financial Holdings's TSLA Position: Q2 2026 in Review

Eaton Financial Holdings increased its Tesla (TSLA) stake by 19% in Q2 2026, buying an estimated $505K and bringing the position to 7,995 shares worth $3.36M. The position accounts for 0.92% of the portfolio, ranked #29.

Eaton Financial Holdings first reported a position in TSLA in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.57M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Eaton Financial Holdings held 7,995 shares of Tesla worth $3.36M as of Q2 2026.
  • Eaton Financial Holdings bought 1,270 Tesla shares in Q2 2026, an estimated $505K.
  • Tesla made up 0.92% of Eaton Financial Holdings's portfolio in Q2 2026, its #29 holding.
  • Eaton Financial Holdings first reported a position in Tesla in Q4 2022 and has held it in 13 quarters since.
  • Eaton Financial Holdings's Tesla position peaked at $3.57M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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