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Great Valley Advisor Group’s Tesla TSLA Stock Holding History

Great Valley Advisor 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 		$18M Sell
42,811
-4,518
-10% -$1.8M 0.28% 87
2026
Q1 		$17.6M Buy
47,329
+10,257
+28% +$4.23M 0.32% 81
2025
Q4 		$16.7M Sell
37,072
-1,842
-5% -$817K 0.32% 77
2025
Q3 		$17.3M Buy
38,914
+1,025
+3% +$356K 0.35% 77
2025
Q2 		$12M Sell
37,889
-1,026
-3% -$309K 0.27% 91
2025
Q1 		$10.1M Buy
38,915
+2,710
+7% +$903K 0.22% 114
2024
Q4 		$14.6M Sell
36,205
-3,200
-8% -$1.03M 0.33% 81
2024
Q3 		$10.3M Sell
39,405
-2,170
-5% -$495K 0.25% 99
2024
Q2 		$8.23M Buy
41,575
+3,064
+8% +$535K 0.23% 103
2024
Q1 		$6.77M Sell
38,511
-5,475
-12% -$1.07M 0.21% 118
2023
Q4 		$10.9M Buy
43,986
+6,563
+18% +$1.56M 0.38% 65
2023
Q3 		$9.36M Sell
37,423
-877
-2% -$225K 0.39% 68
2023
Q2 		$10M Buy
38,300
+5,767
+18% +$1.15M 0.42% 60
2023
Q1 		$6.75M Buy
32,533
+3,287
+11% +$573K 0.31% 84
2022
Q4 		$3.6M Buy
29,246
+2,044
+8% +$387K 0.18% 139
2022
Q3 		$7.22M Sell
27,202
-1,154
-4% -$322K 0.4% 58
2022
Q2 		$6.37M Buy
28,356
+8,811
+45% +$2.41M 0.35% 77
2022
Q1 		$6.99M Buy
19,545
+1,629
+9% +$507K 0.41% 67
2021
Q4 		$5.9M Buy
17,916
+2,043
+13% +$685K 0.36% 70
2021
Q3 		$4.1M Buy
15,873
+429
+3% +$101K 0.28% 91
2021
Q2 		$3.48M Buy
15,444
+1,875
+14% +$407K 0.26% 104
2021
Q1 		$3.02M Sell
13,569
-4,872
-26% -$1.22M 0.29% 80
2020
Q4 		$4.34M Buy
18,441
+660
+4% +$113K 0.45% 49
2020
Q3 		$2.54M Buy
17,781
+7,866
+79% +$929K 0.31% 75
2020
Q2 		$714K Buy
+9,915
New +$536K 0.12% 183

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

Great Valley Advisor Group's TSLA Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Tesla (TSLA) stake by 9.5% in Q2 2026, selling an estimated $1.8M and leaving 42,811 shares worth $18M. The position accounts for 0.28% of the portfolio, ranked #87.

Great Valley Advisor Group first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Great Valley Advisor Group held 42,811 shares of Tesla worth $18M as of Q2 2026.
  • Great Valley Advisor Group sold 4,518 Tesla shares in Q2 2026, an estimated $1.8M.
  • Tesla made up 0.28% of Great Valley Advisor Group's portfolio in Q2 2026, its #87 holding.
  • Great Valley Advisor Group first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.