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Gradient Capital Advisors’s Tesla TSLA Stock Holding History

Gradient Capital 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 		$5.54M Sell
13,172
-430
-3% -$171K 1.28% 22
2026
Q1 		$5.06M Sell
13,602
-1,629
-11% -$671K 1.31% 23
2025
Q4 		$6.85M Sell
15,231
-889
-6% -$394K 1.77% 18
2025
Q3 		$7.17M Sell
16,120
-1,627
-9% -$564K 1.92% 15
2025
Q2 		$5.64M Sell
17,747
-1,445
-8% -$435K 1.67% 18
2025
Q1 		$4.97M Sell
19,192
-4,836
-20% -$1.61M 1.62% 18
2024
Q4 		$9.7M Buy
24,028
+347
+1% +$112K 3.13% 5
2024
Q3 		$6.2M Sell
23,681
-1,233
-5% -$281K 2.05% 13
2024
Q2 		$4.93M Sell
24,914
-1,010
-4% -$177K 1.76% 16
2024
Q1 		$4.56M Sell
25,924
-3,330
-11% -$651K 1.67% 18
2023
Q4 		$7.27M Sell
29,254
-34
-0.1% -$8.08K 2.77% 8
2023
Q3 		$7.33M Buy
29,288
+83
+0.3% +$21.3K 3.06% 5
2023
Q2 		$7.64M Buy
29,205
+392
+1% +$78.4K 3.07% 5
2023
Q1 		$5.98M Buy
28,813
+322
+1% +$56.2K 2.54% 11
2022
Q4 		$3.51M Sell
28,491
-1,460
-5% -$276K 1.59% 14
2022
Q3 		$7.95M Buy
29,951
+359
+1% +$100K 3.79% 4
2022
Q2 		$6.64M Buy
29,592
+876
+3% +$239K 3.19% 7
2022
Q1 		$10.3M Buy
28,716
+309
+1% +$96.2K 4.37% 5
2021
Q4 		$10M Buy
28,407
+285
+1% +$95.6K 4.17% 5
2021
Q3 		$7.27M Buy
28,122
+1,290
+5% +$304K 3.33% 6
2021
Q2 		$6.08M Buy
26,832
+696
+3% +$151K 2.85% 7
2021
Q1 		$5.82M Buy
26,136
+198
+0.8% +$49.7K 3.08% 6
2020
Q4 		$6.1M Buy
25,938
+1,764
+7% +$301K 3.48% 6
2020
Q3 		$3.46M Buy
24,174
+4,119
+21% +$486K 2.16% 9
2020
Q2 		$1.44M Buy
20,055
+7,425
+59% +$402K 0.98% 30
2020
Q1 		$441K Buy
+12,630
New +$524K 0.36% 61

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

Gradient Capital Advisors's TSLA Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Tesla (TSLA) stake by 3.2% in Q2 2026, selling an estimated $171K and leaving 13,172 shares worth $5.54M. The position accounts for 1.28% of the portfolio, ranked #22.

Gradient Capital Advisors first reported a position in TSLA in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.3M in Q1 2022. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Gradient Capital Advisors held 13,172 shares of Tesla worth $5.54M as of Q2 2026.
  • Gradient Capital Advisors sold 430 Tesla shares in Q2 2026, an estimated $171K.
  • Tesla made up 1.28% of Gradient Capital Advisors's portfolio in Q2 2026, its #22 holding.
  • Gradient Capital Advisors first reported a position in Tesla in Q1 2020 and has held it in 26 quarters since.
  • Gradient Capital Advisors's Tesla position peaked at $10.3M in Q1 2022.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.