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GoalVest Advisory’s Tesla TSLA Stock Holding History

GoalVest Advisory’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 		$6.11M Buy
14,521
+334
+2% +$133K 1.13% 12
2026
Q1 		$5.27M Buy
14,187
+136
+1% +$56K 1.03% 16
2025
Q4 		$6.32M Sell
14,051
-1,101
-7% -$488K 1.21% 14
2025
Q3 		$6.74M Buy
15,152
+45
+0.3% +$15.6K 1.43% 11
2025
Q2 		$4.8M Buy
15,107
+176
+1% +$53K 1.19% 14
2025
Q1 		$3.87M Buy
14,931
+4,758
+47% +$1.59M 1.06% 14
2024
Q4 		$4.11M Buy
10,173
+2,352
+30% +$757K 1.13% 12
2024
Q3 		$2.05M Hold
7,821
– – 0.59% 26
2024
Q2 		$1.55M Sell
7,821
-40
-0.5% -$6.99K 0.49% 31
2024
Q1 		$1.38M Buy
7,861
+7,752
+7,112% +$1.51M 0.46% 35
2023
Q4 		$27.1K Sell
109
-92
-46% -$21.9K 0.01% 181
2023
Q3 		$50.3K Buy
201
+84
+72% +$21.6K 0.03% 143
2023
Q2 		$30.6K Hold
117
– – 0.02% 169
2023
Q1 		$24.3K Sell
117
-288
-71% -$50.2K 0.01% 155
2022
Q4 		$49.9K Buy
405
+90
+29% +$17K 0.03% 109
2022
Q3 		$84K Hold
315
– – 0.06% 97
2022
Q2 		$73K Buy
315
+36
+13% +$9.83K 0.05% 146
2022
Q1 		$100K Buy
+279
New +$86.9K 0.06% 130
2021
Q2 		$34K Hold
150
– – 0.02% 163
2021
Q1 		$33K Hold
150
– – 0.02% 136
2020
Q4 		$35K Buy
+150
New +$25.6K 0.03% 133

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GoalVest Advisory's TSLA Position: Q2 2026 in Review

GoalVest Advisory increased its Tesla (TSLA) stake by 2.4% in Q2 2026, buying an estimated $133K and bringing the position to 14,521 shares worth $6.11M. The position accounts for 1.13% of the portfolio, ranked #12.

GoalVest Advisory first reported a position in TSLA in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.74M in Q3 2025. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • GoalVest Advisory held 14,521 shares of Tesla worth $6.11M as of Q2 2026.
  • GoalVest Advisory bought 334 Tesla shares in Q2 2026, an estimated $133K.
  • Tesla made up 1.13% of GoalVest Advisory's portfolio in Q2 2026, its #12 holding.
  • GoalVest Advisory first reported a position in Tesla in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Tesla position peaked at $6.74M in Q3 2025.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.