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Garton & Associates Financial Advisors’s Tesla TSLA Stock Holding History

Garton & Associates Financial 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 		– Sell
-1,588
Closed -$590K – 65
2026
Q1 		$590K Sell
1,588
-107
-6% -$44.1K 0.48% 53
2025
Q4 		$762K Buy
+1,695
New +$751K 0.43% 48

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

Garton & Associates Financial Advisors's TSLA Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Tesla (TSLA) in Q2 2026, closing a stake of 1,588 shares — an estimated $590K sold.

Garton & Associates Financial Advisors first reported a position in TSLA in Q4 2025 and held it in 2 quarters. The position peaked at $762K in Q4 2025. 4,277 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Tesla position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,588 Tesla shares in Q2 2026, an estimated $590K.
  • Garton & Associates Financial Advisors first reported a position in Tesla in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Tesla position peaked at $762K in Q4 2025.
  • 4,277 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.