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Holistic Financial Partners’s Tesla TSLA Stock Holding History

Holistic 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 		$228K Sell
541
-3,177
-85% -$1.26M 0.14% 106
2026
Q1 		$1.38M Buy
3,718
+49
+1% +$20.2K 0.51% 35
2025
Q4 		$1.65M Sell
3,669
-500
-12% -$222K 0.6% 30
2025
Q3 		$1.85M Buy
4,169
+168
+4% +$58.3K 0.76% 28
2025
Q2 		$1.27M Buy
4,001
+98
+3% +$29.5K 0.56% 32
2025
Q1 		$1.01M Sell
3,903
-130
-3% -$43.3K 0.49% 28
2024
Q4 		$1.63M Sell
4,033
-22
-0.5% -$7.08K 0.81% 23
2024
Q3 		$1.06M Buy
4,055
+40
+1% +$9.12K 0.51% 29
2024
Q2 		$794K Sell
4,015
-53
-1% -$9.26K 0.4% 34
2024
Q1 		$715K Buy
4,068
+198
+5% +$38.7K 0.36% 37
2023
Q4 		$962K Sell
3,870
-2,156
-36% -$512K 0.58% 28
2023
Q3 		$1.51M Buy
6,026
+88
+1% +$22.6K 1% 20
2023
Q2 		$1.55M Buy
5,938
+160
+3% +$32K 1.08% 18
2023
Q1 		$1.2M Buy
5,778
+380
+7% +$66.3K 0.94% 20
2022
Q4 		$665K Buy
5,398
+3
+0.1% +$568 0.6% 23
2022
Q3 		$1.43M Buy
5,395
+2,149
+66% +$600K 1.42% 12
2022
Q2 		$729K Sell
3,246
-3,045
-48% -$831K 0.69% 21
2022
Q1 		$2.26M Buy
6,291
+357
+6% +$111K 1.44% 15
2021
Q4 		$2.09M Sell
5,934
-138
-2% -$46.3K 1.21% 16
2021
Q3 		$1.57M Sell
6,072
-576
-9% -$136K 0.97% 17
2021
Q2 		$1.51M Buy
6,648
+78
+1% +$16.9K 0.9% 17
2021
Q1 		$1.46M Buy
6,570
+546
+9% +$137K 0.97% 16
2020
Q4 		$1.42M Buy
6,024
+459
+8% +$78.3K 0.98% 15
2020
Q3 		$797K Buy
5,565
+2,520
+83% +$298K 0.64% 24
2020
Q2 		$219K Buy
+3,045
New +$165K 0.19% 70
2018
Q2 		– Sell
-450
Closed -$8K – 335
2018
Q1 		$8K Sell
450
-840
-65% -$18.5K 0.01% 339
2017
Q4 		$27K Buy
+1,290
New +$28.1K 0.02% 257

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

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

Holistic Financial Partners reduced its Tesla (TSLA) stake by 85% in Q2 2026, selling an estimated $1.26M and leaving 541 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #106.

Holistic Financial Partners first reported a position in TSLA in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.26M in Q1 2022. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Holistic Financial Partners held 541 shares of Tesla worth $228K as of Q2 2026.
  • Holistic Financial Partners sold 3,177 Tesla shares in Q2 2026, an estimated $1.26M.
  • Tesla made up 0.14% of Holistic Financial Partners's portfolio in Q2 2026, its #106 holding.
  • Holistic Financial Partners first reported a position in Tesla in Q4 2017 and has held it in 27 quarters since.
  • Holistic Financial Partners's Tesla position peaked at $2.26M in Q1 2022.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.