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Fortress Financial Group’s Tesla TSLA Stock Holding History

Fortress 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 		$1.25M Sell
2,968
-65
-2% -$25.9K 0.62% 27
2026
Q1 		$1.13M Buy
3,033
+32
+1% +$13.2K 0.83% 26
2025
Q4 		$1.35M Buy
3,001
+12
+0.4% +$5.32K 1% 23
2025
Q3 		$1.33M Hold
2,989
– – 1.02% 24
2025
Q2 		$949K Buy
2,989
+98
+3% +$29.5K 0.8% 25
2025
Q1 		$749K Hold
2,891
– – 0.75% 25
2024
Q4 		$1.17M Buy
+2,891
New +$930K 1.16% 20

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

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

Fortress Financial Group reduced its Tesla (TSLA) stake by 2.1% in Q2 2026, selling an estimated $25.9K and leaving 2,968 shares worth $1.25M. The position accounts for 0.62% of the portfolio, ranked #27.

Fortress Financial Group first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Fortress Financial Group held 2,968 shares of Tesla worth $1.25M as of Q2 2026.
  • Fortress Financial Group sold 65 Tesla shares in Q2 2026, an estimated $25.9K.
  • Tesla made up 0.62% of Fortress Financial Group's portfolio in Q2 2026, its #27 holding.
  • Fortress Financial Group first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Fortress Financial Group's Tesla position peaked at $1.35M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.