Financial Alternatives’s Tesla TSLA Stock Holding History

Financial Alternatives’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	$1.31M	Buy	3,121 +200	+7%	+$79.5K	0.65%	26
2026 Q1	$1.09M	Sell	2,921 -8	-0.3%	-$3.3K	0.59%	31
2025 Q4	$1.32M	Hold	2,929	–	–	0.77%	26
2025 Q3	$1.3M	Sell	2,929 -10	-0.3%	-$3.47K	0.79%	25
2025 Q2	$934K	Buy	2,939 +4	+0.1%	+$1.21K	0.61%	30
2025 Q1	$761K	Buy	2,935 +8	+0.3%	+$2.67K	0.54%	30
2024 Q4	$1.18M	Hold	2,927	–	–	0.83%	23
2024 Q3	$766K	Hold	2,927	–	–	0.54%	32
2024 Q2	$579K	Hold	2,927	–	–	0.44%	39
2024 Q1	$515K	Buy	2,927 +50	+2%	+$9.77K	0.4%	42
2023 Q4	$715K	Sell	2,877 -150	-5%	-$35.6K	0.6%	31
2023 Q3	$757K	Buy	3,027 +150	+5%	+$38.5K	0.7%	29
2023 Q2	$753K	Hold	2,877	–	–	0.68%	30
2023 Q1	$597K	Sell	2,877 -129	-4%	-$22.5K	0.57%	35
2022 Q4	$370K	Buy	+3,006	New	+$569K	0.37%	49

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

Financial Alternatives's TSLA Position: Q2 2026 in Review

Financial Alternatives increased its Tesla (TSLA) stake by 6.8% in Q2 2026, buying an estimated $79.5K and bringing the position to 3,121 shares worth $1.31M. The position accounts for 0.65% of the portfolio, ranked #26.

Financial Alternatives first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Financial Alternatives held 3,121 shares of Tesla worth $1.31M as of Q2 2026.
Financial Alternatives bought 200 Tesla shares in Q2 2026, an estimated $79.5K.
Tesla made up 0.65% of Financial Alternatives's portfolio in Q2 2026, its #26 holding.
Financial Alternatives first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
Financial Alternatives's Tesla position peaked at $1.32M in Q4 2025.
4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.