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Goldstone Financial Group’s Tesla TSLA Stock Holding History

Goldstone 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 		$2.8M Sell
6,654
-1,439
-18% -$572K 0.26% 71
2026
Q1 		$3.01M Buy
8,093
+110
+1% +$45.3K 0.33% 60
2025
Q4 		$3.59M Buy
7,983
+641
+9% +$284K 0.4% 51
2025
Q3 		$3.26M Buy
7,342
+73
+1% +$25.3K 0.39% 52
2025
Q2 		$2.29M Buy
7,269
+183
+3% +$55.1K 0.3% 60
2025
Q1 		$1.84M Buy
7,086
+741
+12% +$247K 0.28% 65
2024
Q4 		$2.56M Sell
6,345
-252
-4% -$81.1K 0.4% 55
2024
Q3 		$1.73M Buy
6,597
+3,267
+98% +$745K 0.3% 61
2024
Q2 		$659K Buy
3,330
+371
+13% +$64.8K 0.13% 100
2024
Q1 		$520K Sell
2,959
-224
-7% -$43.8K 0.12% 101
2023
Q4 		$791K Sell
3,183
-565
-15% -$134K 0.2% 81
2023
Q3 		$938K Buy
3,748
+74
+2% +$19K 0.28% 72
2023
Q2 		$962K Buy
3,674
+1,645
+81% +$329K 0.28% 64
2023
Q1 		$421K Buy
+2,029
New +$354K 0.14% 92

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

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

Goldstone Financial Group reduced its Tesla (TSLA) stake by 18% in Q2 2026, selling an estimated $572K and leaving 6,654 shares worth $2.8M. The position accounts for 0.26% of the portfolio, ranked #71.

Goldstone Financial Group first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.59M in Q4 2025. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Goldstone Financial Group held 6,654 shares of Tesla worth $2.8M as of Q2 2026.
  • Goldstone Financial Group sold 1,439 Tesla shares in Q2 2026, an estimated $572K.
  • Tesla made up 0.26% of Goldstone Financial Group's portfolio in Q2 2026, its #71 holding.
  • Goldstone Financial Group first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Tesla position peaked at $3.59M in Q4 2025.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.