Goodwin Investment Advisory’s Tesla TSLA Stock Holding History

Goodwin Investment 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	$287K	Hold	683	–	–	0.58%	24
2026 Q1	$254K	Hold	683	–	–	0.3%	23
2025 Q4	$307K	Hold	683	–	–	0.34%	19
2025 Q3	$304K	Hold	683	–	–	0.33%	19
2025 Q2	$217K	Buy	+683	New	+$206K	0.25%	25
2025 Q1	–	Sell	-706	Closed	-$285K	–	40
2024 Q4	$285K	Buy	+706	New	+$227K	0.15%	36
2023 Q1	–	Sell	-671	Closed	-$82.7K	–	202
2022 Q4	$82.7K	Buy	671 +79	+13%	+$15K	0.06%	66
2022 Q3	$157K	Sell	592 -11	-2%	-$3.07K	0.12%	54
2022 Q2	$136K	Buy	603 +63	+12%	+$17.2K	0.1%	44
2022 Q1	$194K	Buy	540 +27	+5%	+$8.41K	0.13%	45
2021 Q4	$181K	Buy	513 +36	+8%	+$12.1K	0.14%	43
2021 Q3	$123K	Hold	477	–	–	0.12%	42
2021 Q2	$108K	Hold	477	–	–	0.12%	39
2021 Q1	$106K	Hold	477	–	–	0.12%	34
2020 Q4	$112K	Buy	+477	New	+$81.4K	0.14%	31

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goodwin Investment Advisory's TSLA Position: Q2 2026 in Review

Goodwin Investment Advisory held its Tesla (TSLA) position steady in Q2 2026 at 683 shares worth $287K. The position accounts for 0.58% of the portfolio, ranked #24.

Goodwin Investment Advisory first reported a position in TSLA in Q4 2020 and has held it in 15 quarters since. The position peaked at $307K in Q4 2025. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Goodwin Investment Advisory held 683 shares of Tesla worth $287K as of Q2 2026.
Goodwin Investment Advisory left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.58% of Goodwin Investment Advisory's portfolio in Q2 2026, its #24 holding.
Goodwin Investment Advisory first reported a position in Tesla in Q4 2020 and has held it in 15 quarters since.
Goodwin Investment Advisory's Tesla position peaked at $307K in Q4 2025.
4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.