Halbert Hargrove Global Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$649K Buy
1,544
+22
+1% +$8.75K 0.03% 59
2026
Q1
$566K Hold
1,522
0.03% 59
2025
Q4
$684K Sell
1,522
-196
-11% -$86.9K 0.03% 54
2025
Q3
$764K Buy
1,718
+184
+12% +$63.8K 0.04% 53
2025
Q2
$487K Sell
1,534
-64
-4% -$19.3K 0.03% 58
2025
Q1
$414K Sell
1,598
-1,136
-42% -$379K 0.02% 59
2024
Q4
$1.1M Buy
2,734
+243
+10% +$78.2K 0.06% 45
2024
Q3
$652K Sell
2,491
-20
-0.8% -$4.56K 0.04% 56
2024
Q2
$497K Sell
2,511
-780
-24% -$136K 0.03% 58
2024
Q1
$579K Sell
3,291
-1,376
-29% -$269K 0.04% 60
2023
Q4
$1.16M Buy
+4,667
New +$1.11M 0.08% 46
2023
Q2
Sell
-4,337
Closed -$900K 163
2023
Q1
$900K Buy
4,337
+516
+14% +$90K 0.06% 51
2022
Q4
$471K Sell
3,821
-683
-15% -$129K 0.03% 81
2022
Q3
$1.19M Buy
4,504
+202
+5% +$56.4K 0.09% 43
2022
Q2
$966K Buy
4,302
+258
+6% +$70.4K 0.07% 49
2022
Q1
$1.45M Buy
4,044
+126
+3% +$39.2K 0.1% 37
2021
Q4
$1.38M Buy
3,918
+72
+2% +$24.1K 0.09% 40
2021
Q3
$994K Sell
3,846
-1,743
-31% -$410K 0.07% 44
2021
Q2
$1.27M Buy
5,589
+2,010
+56% +$436K 0.08% 39
2021
Q1
$797K Buy
3,579
+39
+1% +$9.79K 0.06% 48
2020
Q4
$833K Buy
3,540
+150
+4% +$25.6K 0.06% 39
2020
Q3
$485K Buy
3,390
+405
+14% +$47.8K 0.05% 49
2020
Q2
$215K Buy
+2,985
New +$161K 0.03% 80

Other funds holding TSLA

Halbert Hargrove Global Advisors's TSLA Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Tesla (TSLA) stake by 1.4% in Q2 2026, buying an estimated $8.75K and bringing the position to 1,544 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #59.

Halbert Hargrove Global Advisors first reported a position in TSLA in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q1 2022. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1,544 shares of Tesla worth $649K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 22 Tesla shares in Q2 2026, an estimated $8.75K.
  • Tesla made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #59 holding.
  • Halbert Hargrove Global Advisors first reported a position in Tesla in Q2 2020 and has held it in 23 quarters since.
  • Halbert Hargrove Global Advisors's Tesla position peaked at $1.45M in Q1 2022.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.