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Grantvest Financial Group’s Tesla TSLA Stock Holding History

Grantvest 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 		$710K Buy
1,688
+47
+3% +$18.7K 0.41% 55
2026
Q1 		$610K Buy
1,641
+30
+2% +$12.4K 0.39% 62
2025
Q4 		$724K Buy
1,611
+5
+0.3% +$2.22K 0.46% 51
2025
Q3 		$714K Sell
1,606
-31
-2% -$10.8K 0.49% 48
2025
Q2 		$520K Buy
1,637
+198
+14% +$59.7K 0.39% 63
2025
Q1 		$373K Buy
1,439
+170
+13% +$56.7K 0.3% 79
2024
Q4 		$512K Buy
+1,269
New +$408K 0.57% 55

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

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

Grantvest Financial Group increased its Tesla (TSLA) stake by 2.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 1,688 shares worth $710K. The position accounts for 0.41% of the portfolio, ranked #55.

Grantvest Financial Group first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $724K in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Grantvest Financial Group held 1,688 shares of Tesla worth $710K as of Q2 2026.
  • Grantvest Financial Group bought 47 Tesla shares in Q2 2026, an estimated $18.7K.
  • Tesla made up 0.41% of Grantvest Financial Group's portfolio in Q2 2026, its #55 holding.
  • Grantvest Financial Group first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's Tesla position peaked at $724K in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.