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Fortem Financial Group’s Tesla TSLA Stock Holding History

Fortem Financial Group’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 		$11.1M Buy
26,336
+330
+1% +$131K 2.26% 11
2026
Q1 		$9.67M Buy
26,006
+363
+1% +$150K 2.43% 7
2025
Q4 		$11.5M Buy
25,643
+605
+2% +$268K 3.08% 5
2025
Q3 		$11.1M Buy
25,038
+319
+1% +$111K 3.2% 6
2025
Q2 		$7.85M Buy
24,719
+418
+2% +$126K 2.53% 7
2025
Q1 		$6.3M Buy
24,301
+525
+2% +$175K 2.45% 5
2024
Q4 		$9.6M Buy
23,776
+718
+3% +$231K 3.72% 3
2024
Q3 		$6.03M Buy
23,058
+1,766
+8% +$403K 2.45% 5
2024
Q2 		$4.21M Buy
21,292
+1,267
+6% +$221K 1.81% 14
2024
Q1 		$3.52M Buy
20,025
+4,565
+30% +$892K 1.55% 14
2023
Q4 		$3.84M Buy
15,460
+1,148
+8% +$273K 1.91% 11
2023
Q3 		$3.58M Buy
14,312
+1,855
+15% +$477K 2.1% 10
2023
Q2 		$3.26M Buy
12,457
+3,208
+35% +$641K 1.93% 11
2023
Q1 		$1.92M Buy
9,249
+3,003
+48% +$524K 1.25% 19
2022
Q4 		$769K Buy
6,246
+43
+0.7% +$8.14K 0.45% 74
2022
Q3 		$1.65M Sell
6,203
-100
-2% -$27.9K 1.14% 21
2022
Q2 		$1.42M Buy
6,303
+513
+9% +$140K 0.92% 30
2022
Q1 		$2.08M Buy
5,790
+579
+11% +$180K 0.91% 38
2021
Q4 		$1.84M Buy
5,211
+285
+6% +$95.6K 0.84% 42
2021
Q3 		$1.27M Sell
4,926
-300
-6% -$70.6K 0.65% 56
2021
Q2 		$1.18M Sell
5,226
-459
-8% -$99.6K 0.6% 66
2021
Q1 		$1.27M Sell
5,685
-1,680
-23% -$422K 0.73% 50
2020
Q4 		$1.73M Buy
7,365
+30
+0.4% +$5.12K 1.04% 25
2020
Q3 		$1.05M Buy
7,335
+300
+4% +$35.4K 0.76% 45
2020
Q2 		$506K Buy
+7,035
New +$381K 0.39% 87

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Fortem Financial Group's TSLA Position: Q2 2026 in Review

Fortem Financial Group increased its Tesla (TSLA) stake by 1.3% in Q2 2026, buying an estimated $131K and bringing the position to 26,336 shares worth $11.1M. The position accounts for 2.26% of the portfolio, ranked #11.

Fortem Financial Group first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.5M in Q4 2025. 1,393 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Fortem Financial Group held 26,336 shares of Tesla worth $11.1M as of Q2 2026.
  • Fortem Financial Group bought 330 Tesla shares in Q2 2026, an estimated $131K.
  • Tesla made up 2.26% of Fortem Financial Group's portfolio in Q2 2026, its #11 holding.
  • Fortem Financial Group first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Fortem Financial Group's Tesla position peaked at $11.5M in Q4 2025.
  • 1,393 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.