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Fiduciary Alliance’s Tesla TSLA Stock Holding History

Fiduciary Alliance’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 		$3.61M Sell
8,590
-21,609
-72% -$8.59M 0.24% 107
2026
Q1 		$11.8M Sell
30,199
-3,007
-9% -$1.24M 0.71% 31
2025
Q4 		$14.9M Buy
33,206
+4,541
+16% +$2.01M 0.98% 19
2025
Q3 		$12.7M Buy
28,665
+2,358
+9% +$818K 0.85% 22
2025
Q2 		$8.36M Buy
26,307
+6,607
+34% +$1.99M 0.62% 36
2025
Q1 		$5.11M Buy
19,700
+2,617
+15% +$872K 0.5% 54
2024
Q4 		$6.9M Buy
17,083
+11,434
+202% +$3.68M 0.7% 38
2024
Q3 		$1.48M Buy
5,649
+2,430
+75% +$554K 0.2% 95
2024
Q2 		$744K Buy
+3,219
New +$563K 0.12% 101
2024
Q1 		– Sell
-9,968
Closed -$2.48M – 207
2023
Q4 		$2.48M Buy
9,968
+577
+6% +$137K 0.49% 53
2023
Q3 		$2.35M Buy
9,391
+332
+4% +$85.3K 0.54% 50
2023
Q2 		$2.37M Buy
9,059
+213
+2% +$42.6K 0.51% 50
2023
Q1 		$1.84M Sell
8,846
-252
-3% -$44K 0.46% 57
2022
Q4 		$1.12M Buy
+9,098
New +$1.72M 0.29% 67

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Fiduciary Alliance's TSLA Position: Q2 2026 in Review

Fiduciary Alliance reduced its Tesla (TSLA) stake by 72% in Q2 2026, selling an estimated $8.59M and leaving 8,590 shares worth $3.61M. The position accounts for 0.24% of the portfolio, ranked #107.

Fiduciary Alliance first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.9M in Q4 2025. 890 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Fiduciary Alliance held 8,590 shares of Tesla worth $3.61M as of Q2 2026.
  • Fiduciary Alliance sold 21,609 Tesla shares in Q2 2026, an estimated $8.59M.
  • Tesla made up 0.24% of Fiduciary Alliance's portfolio in Q2 2026, its #107 holding.
  • Fiduciary Alliance first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
  • Fiduciary Alliance's Tesla position peaked at $14.9M in Q4 2025.
  • 890 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.