FCU
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Financial Concepts Unlimited’s Tesla TSLA Stock Holding History

Financial Concepts Unlimited’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 		$765K Sell
1,820
-1,200
-40% -$477K 0.6% 18
2026
Q1 		$1.12M Buy
+3,020
New +$1.24M 1.01% 17

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

Financial Concepts Unlimited's TSLA Position: Q2 2026 in Review

Financial Concepts Unlimited reduced its Tesla (TSLA) stake by 40% in Q2 2026, selling an estimated $477K and leaving 1,820 shares worth $765K. The position accounts for 0.6% of the portfolio, ranked #18.

Financial Concepts Unlimited first reported a position in TSLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.12M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Financial Concepts Unlimited held 1,820 shares of Tesla worth $765K as of Q2 2026.
  • Financial Concepts Unlimited sold 1,200 Tesla shares in Q2 2026, an estimated $477K.
  • Tesla made up 0.6% of Financial Concepts Unlimited's portfolio in Q2 2026, its #18 holding.
  • Financial Concepts Unlimited first reported a position in Tesla in Q1 2026 and has held it in 2 quarters since.
  • Financial Concepts Unlimited's Tesla position peaked at $1.12M in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Financial Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.