Highland Financial 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
$451K Sell
1,073
-5
-0.5% -$1.99K 0.1% 51
2026
Q1
$401K Buy
1,078
+28
+3% +$11.5K 0.11% 47
2025
Q4
$472K Buy
1,050
+199
+23% +$88.2K 0.13% 41
2025
Q3
$378K Buy
851
+70
+9% +$24.3K 0.11% 42
2025
Q2
$248K Buy
+781
New +$235K 0.08% 51
2025
Q1
Sell
-1,515
Closed -$612K 60
2024
Q4
$612K Buy
+1,515
New +$487K 0.21% 31

Other funds holding TSLA

Highland Financial Advisors's TSLA Position: Q2 2026 in Review

Highland Financial Advisors reduced its Tesla (TSLA) stake by 0.46% in Q2 2026, selling an estimated $1.99K and leaving 1,073 shares worth $451K. The position accounts for 0.1% of the portfolio, ranked #51.

Highland Financial Advisors first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $612K in Q4 2024. 1,732 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Highland Financial Advisors held 1,073 shares of Tesla worth $451K as of Q2 2026.
  • Highland Financial Advisors sold 5 Tesla shares in Q2 2026, an estimated $1.99K.
  • Tesla made up 0.1% of Highland Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Highland Financial Advisors first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Highland Financial Advisors's Tesla position peaked at $612K in Q4 2024.
  • 1,732 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.