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Helen Stephens Group’s Tesla TSLA Stock Holding History

Helen Stephens 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 		$254K Sell
605
-4
-0.7% -$1.59K 0.04% 120
2026
Q1 		$226K Sell
609
-334
-35% -$138K 0.05% 112
2025
Q4 		$424K Buy
+943
New +$418K 0.09% 76

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Helen Stephens Group's TSLA Position: Q2 2026 in Review

Helen Stephens Group reduced its Tesla (TSLA) stake by 0.66% in Q2 2026, selling an estimated $1.59K and leaving 605 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #120.

Helen Stephens Group first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $424K in Q4 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Helen Stephens Group held 605 shares of Tesla worth $254K as of Q2 2026.
  • Helen Stephens Group sold 4 Tesla shares in Q2 2026, an estimated $1.59K.
  • Tesla made up 0.04% of Helen Stephens Group's portfolio in Q2 2026, its #120 holding.
  • Helen Stephens Group first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Helen Stephens Group's Tesla position peaked at $424K in Q4 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.