FGA
TSLA icon

Fortis Group Advisors’s Tesla TSLA Stock Holding History

Fortis Group Advisors’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 		$2.36M Buy
5,617
+30
+0.5% +$11.9K 0.38% 75
2026
Q1 		$2.13M Buy
5,587
+6
+0.1% +$2.47K 0.35% 76
2025
Q4 		$2.41M Sell
5,581
-293
-5% -$130K 0.4% 62
2025
Q3 		$2.68M Buy
5,874
+1,497
+34% +$519K 0.46% 56
2025
Q2 		$1.35M Buy
4,377
+1,605
+58% +$484K 0.25% 99
2025
Q1 		$718K Buy
2,772
+550
+25% +$183K 0.14% 123
2024
Q4 		$897K Buy
2,222
+442
+25% +$142K 0.17% 103
2024
Q3 		$466K Buy
1,780
+101
+6% +$23K 0.09% 130
2024
Q2 		$332K Sell
1,679
-1,037
-38% -$181K 0.07% 148
2024
Q1 		$477K Sell
2,716
-668
-20% -$131K 0.09% 132
2023
Q4 		$764K Buy
3,384
+753
+29% +$179K 0.19% 57
2023
Q3 		$578K Buy
2,631
+640
+32% +$164K 0.18% 60
2023
Q2 		$521K Buy
1,991
+70
+4% +$14K 0.14% 81
2023
Q1 		$316K Buy
+1,921
New +$335K 0.1% 91
2020
Q3 		$899K Buy
+6,294
New +$743K 0.17% 67

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

Fortis Group Advisors's TSLA Position: Q2 2026 in Review

Fortis Group Advisors increased its Tesla (TSLA) stake by 0.54% in Q2 2026, buying an estimated $11.9K and bringing the position to 5,617 shares worth $2.36M. The position accounts for 0.38% of the portfolio, ranked #75.

Fortis Group Advisors first reported a position in TSLA in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.68M in Q3 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Fortis Group Advisors held 5,617 shares of Tesla worth $2.36M as of Q2 2026.
  • Fortis Group Advisors bought 30 Tesla shares in Q2 2026, an estimated $11.9K.
  • Tesla made up 0.38% of Fortis Group Advisors's portfolio in Q2 2026, its #75 holding.
  • Fortis Group Advisors first reported a position in Tesla in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's Tesla position peaked at $2.68M in Q3 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.