Guardian Financial Partners’s Tesla TSLA Stock Holding History

Guardian Financial Partners’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	$636K	Sell	1,511 -102	-6%	-$40.6K	0.25%	47
2026 Q1	$600K	Buy	1,613 +105	+7%	+$43.3K	0.25%	47
2025 Q4	$678K	Buy	1,508 +343	+29%	+$152K	0.29%	46
2025 Q3	$518K	Sell	1,165 -24	-2%	-$8.32K	0.22%	49
2025 Q2	$378K	Sell	1,189 -422	-26%	-$127K	0.17%	49
2025 Q1	$418K	Sell	1,611 -33	-2%	-$11K	0.2%	49
2024 Q4	$664K	Buy	+1,644	New	+$529K	0.39%	37
2022 Q4	–	Sell	-804	Closed	-$213K	–	41
2022 Q3	$213K	Buy	+804	New	+$225K	0.25%	31
2022 Q1	–	Sell	-711	Closed	-$250K	–	42
2021 Q4	$250K	Buy	+711	New	+$238K	0.24%	33

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

Guardian Financial Partners's TSLA Position: Q2 2026 in Review

Guardian Financial Partners reduced its Tesla (TSLA) stake by 6.3% in Q2 2026, selling an estimated $40.6K and leaving 1,511 shares worth $636K. The position accounts for 0.25% of the portfolio, ranked #47.

Guardian Financial Partners first reported a position in TSLA in Q4 2021 and has held it in 9 quarters since. The position peaked at $678K in Q4 2025. 4,268 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Guardian Financial Partners held 1,511 shares of Tesla worth $636K as of Q2 2026.
Guardian Financial Partners sold 102 Tesla shares in Q2 2026, an estimated $40.6K.
Tesla made up 0.25% of Guardian Financial Partners's portfolio in Q2 2026, its #47 holding.
Guardian Financial Partners first reported a position in Tesla in Q4 2021 and has held it in 9 quarters since.
Guardian Financial Partners's Tesla position peaked at $678K in Q4 2025.
4,268 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.