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Goldstein Advisors’s Tesla TSLA Stock Holding History

Goldstein 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 		$1.46M Buy
3,473
+1,571
+83% +$625K 0.13% 68
2026
Q1 		$707K Buy
1,902
+221
+13% +$91K 0.08% 84
2025
Q4 		$756K Buy
1,681
+165
+11% +$73.1K 0.09% 80
2025
Q3 		$674K Sell
1,516
-264
-15% -$91.6K 0.08% 84
2025
Q2 		$565K Buy
1,780
+375
+27% +$113K 0.08% 87
2025
Q1 		$364K Buy
1,405
+75
+6% +$25K 0.05% 117
2024
Q4 		$537K Buy
1,330
+429
+48% +$138K 0.08% 86
2024
Q3 		$236K Buy
+901
New +$205K 0.04% 159
2024
Q1 		– Sell
-1,227
Closed -$305K – 181
2023
Q4 		$305K Sell
1,227
-590
-32% -$140K 0.05% 138
2023
Q3 		$455K Buy
1,817
+230
+14% +$59.1K 0.09% 75
2023
Q2 		$415K Sell
1,587
-109
-6% -$21.8K 0.09% 82
2023
Q1 		$352K Sell
1,696
-108
-6% -$18.8K 0.08% 93
2022
Q4 		$222K Buy
+1,804
New +$342K 0.05% 123

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

Goldstein Advisors's TSLA Position: Q2 2026 in Review

Goldstein Advisors increased its Tesla (TSLA) stake by 83% in Q2 2026, buying an estimated $625K and bringing the position to 3,473 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #68.

Goldstein Advisors first reported a position in TSLA in Q4 2022 and has held it in 13 quarters since. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Goldstein Advisors held 3,473 shares of Tesla worth $1.46M as of Q2 2026.
  • Goldstein Advisors bought 1,571 Tesla shares in Q2 2026, an estimated $625K.
  • Tesla made up 0.13% of Goldstein Advisors's portfolio in Q2 2026, its #68 holding.
  • Goldstein Advisors first reported a position in Tesla in Q4 2022 and has held it in 13 quarters since.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.