Fortitude Advisory Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.64M Sell
3,892
-2,109
-35% -$839K 0.63% 30
2026
Q1
$2.23M Buy
6,001
+724
+14% +$298K 1% 18
2025
Q4
$2.37M Buy
5,277
+444
+9% +$197K 1.01% 19
2025
Q3
$2.15M Sell
4,833
-319
-6% -$111K 1.16% 17
2025
Q2
$1.64M Buy
5,152
+17
+0.3% +$5.12K 0.94% 20
2025
Q1
$1.24M Buy
5,135
+852
+20% +$284K 0.89% 18
2024
Q4
$1.73M Sell
4,283
-401
-9% -$129K 1.04% 19
2024
Q3
$1.23M Sell
4,684
-618
-12% -$141K 0.77% 21
2024
Q2
$1.05M Buy
5,302
+45
+0.9% +$7.87K 0.63% 25
2024
Q1
$924K Buy
5,257
+59
+1% +$11.5K 0.52% 30
2023
Q4
$1.29M Buy
5,198
+100
+2% +$23.8K 0.78% 21
2023
Q3
$1.28M Buy
5,098
+118
+2% +$30.3K 0.86% 21
2023
Q2
$1.3M Sell
4,980
-127
-2% -$25.4K 0.96% 17
2023
Q1
$1.06M Buy
5,107
+44
+0.9% +$7.68K 0.82% 19
2022
Q4
$624K Buy
5,063
+8
+0.2% +$1.51K 0.53% 47
2022
Q3
$1.34M Sell
5,055
-33
-0.6% -$9.22K 1.27% 11
2022
Q2
$1.14M Buy
5,088
+2,928
+136% +$799K 1.04% 14
2022
Q1
$776K Sell
2,160
-48
-2% -$14.9K 0.41% 39
2021
Q4
$778K Buy
+2,208
New +$741K 0.39% 40

Other funds holding TSLA

Fortitude Advisory Group's TSLA Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Tesla (TSLA) stake by 35% in Q2 2026, selling an estimated $839K and leaving 3,892 shares worth $1.64M. The position accounts for 0.63% of the portfolio, ranked #30.

Fortitude Advisory Group first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.37M in Q4 2025. 1,733 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Fortitude Advisory Group held 3,892 shares of Tesla worth $1.64M as of Q2 2026.
  • Fortitude Advisory Group sold 2,109 Tesla shares in Q2 2026, an estimated $839K.
  • Tesla made up 0.63% of Fortitude Advisory Group's portfolio in Q2 2026, its #30 holding.
  • Fortitude Advisory Group first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Tesla position peaked at $2.37M in Q4 2025.
  • 1,733 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.