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Financial Perspectives’s Tesla TSLA Stock Holding History

Financial Perspectives’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 		$3.73M Buy
8,877
+250
+3% +$99.4K 0.91% 25
2026
Q1 		$3.21M Hold
8,627
– – 0.9% 23
2025
Q4 		$3.88M Buy
8,627
+389
+5% +$172K 1.05% 22
2025
Q3 		$3.66M Hold
8,238
– – 1.02% 22
2025
Q2 		$2.62M Sell
8,238
-419
-5% -$126K 0.79% 27
2025
Q1 		$2.24M Buy
8,657
+817
+10% +$272K 0.77% 30
2024
Q4 		$3.17M Buy
7,840
+77
+1% +$24.8K 1.06% 23
2024
Q3 		$2.03M Buy
7,763
+26
+0.3% +$5.93K 0.7% 29
2024
Q2 		$1.53M Buy
7,737
+117
+2% +$20.4K 0.57% 36
2024
Q1 		$1.34M Buy
7,620
+143
+2% +$27.9K 0.51% 38
2023
Q4 		$1.86M Hold
7,477
– – 0.75% 28
2023
Q3 		$1.87M Hold
7,477
– – 0.86% 25
2023
Q2 		$1.96M Buy
7,477
+120
+2% +$24K 0.86% 24
2023
Q1 		$1.53M Buy
7,357
+278
+4% +$48.5K 0.73% 29
2022
Q4 		$872K Buy
7,079
+3,241
+84% +$614K 0.45% 40
2022
Q3 		$1.02M Buy
3,838
+166
+5% +$46.4K 0.57% 31
2022
Q2 		$824K Buy
3,672
+6
+0.2% +$1.64K 0.46% 35
2022
Q1 		$1.32M Buy
3,666
+105
+3% +$32.7K 0.61% 27
2021
Q4 		$1.25M Buy
3,561
+447
+14% +$150K 0.59% 30
2021
Q3 		$805K Buy
3,114
+12
+0.4% +$2.82K 0.41% 44
2021
Q2 		$703K Buy
3,102
+1,527
+97% +$331K 0.34% 52
2021
Q1 		$351K Hold
1,575
– – 0.19% 84
2020
Q4 		$370K Buy
1,575
+540
+52% +$92.2K 0.21% 71
2020
Q3 		$148K Hold
1,035
– – 0.1% 120
2020
Q2 		$74.5K Hold
1,035
– – 0.05% 156
2020
Q1 		$36.2K Buy
+1,035
New +$42.9K 0.03% 186

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 Perspectives's TSLA Position: Q2 2026 in Review

Financial Perspectives increased its Tesla (TSLA) stake by 2.9% in Q2 2026, buying an estimated $99.4K and bringing the position to 8,877 shares worth $3.73M. The position accounts for 0.91% of the portfolio, ranked #25.

Financial Perspectives first reported a position in TSLA in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.88M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Financial Perspectives held 8,877 shares of Tesla worth $3.73M as of Q2 2026.
  • Financial Perspectives bought 250 Tesla shares in Q2 2026, an estimated $99.4K.
  • Tesla made up 0.91% of Financial Perspectives's portfolio in Q2 2026, its #25 holding.
  • Financial Perspectives first reported a position in Tesla in Q1 2020 and has held it in 26 quarters since.
  • Financial Perspectives's Tesla position peaked at $3.88M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.