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Excelsior Advisor Network’s Tesla TSLA Stock Holding History

Excelsior Advisor Network’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 		$5.1M Buy
12,130
+9,608
+381% +$3.82M 0.67% 37
2026
Q1 		$938K Buy
2,522
+2,024
+406% +$834K 0.36% 70
2025
Q4 		$224K Buy
+498
New +$221K 0.11% 147

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

Excelsior Advisor Network's TSLA Position: Q2 2026 in Review

Excelsior Advisor Network increased its Tesla (TSLA) stake by 381% in Q2 2026, buying an estimated $3.82M and bringing the position to 12,130 shares worth $5.1M. The position accounts for 0.67% of the portfolio, ranked #37.

Excelsior Advisor Network first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Excelsior Advisor Network held 12,130 shares of Tesla worth $5.1M as of Q2 2026.
  • Excelsior Advisor Network bought 9,608 Tesla shares in Q2 2026, an estimated $3.82M.
  • Tesla made up 0.67% of Excelsior Advisor Network's portfolio in Q2 2026, its #37 holding.
  • Excelsior Advisor Network first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.