Fortem Financial Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,200
Closed -$3K 468
2020
Q3
$3K Buy
+1,200
New +$142K ﹤0.01% 140

Other funds holding TSLA

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. 1,453 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.
  • 1,453 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.