Independent Advisor Alliance’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 | $49.4M | Buy |
117,483
+2,522
| +2% | +$1M | 1.16% | 13 |
|
|
2026
Q1 | $42.7M | Sell |
114,961
-1,497
| -1% | -$617K | 0.46% | 43 |
|
|
2025
Q4 | $52.4M | Sell |
116,458
-1,335
| -1% | -$592K | 1.27% | 14 |
|
|
2025
Q3 | $52.4M | Sell |
117,793
-9,413
| -7% | -$3.26M | 1.36% | 12 |
|
|
2025
Q2 | $40.4M | Buy |
127,206
+13,063
| +11% | +$3.94M | 1.17% | 13 |
|
|
2025
Q1 | $29.6M | Sell |
114,143
-3,033
| -3% | -$1.01M | 0.98% | 19 |
|
|
2024
Q4 | $47.3M | Buy |
117,176
+18,172
| +18% | +$5.85M | 0.63% | 27 |
|
|
2024
Q3 | $25.9M | Buy |
99,004
+4,596
| +5% | +$1.05M | 0.94% | 18 |
|
|
2024
Q2 | $18.7M | Sell |
94,408
-13,107
| -12% | -$2.29M | 0.64% | 31 |
|
|
2024
Q1 | $18.9M | Sell |
107,515
-8,360
| -7% | -$1.63M | 0.68% | 33 |
|
|
2023
Q4 | $28.8M | Buy |
115,875
+3,931
| +4% | +$934K | 1.04% | 17 |
|
|
2023
Q3 | $28M | Buy |
111,944
+443
| +0.4% | +$114K | 1.27% | 14 |
|
|
2023
Q2 | $29.2M | Buy |
111,501
+21,051
| +23% | +$4.21M | 1.29% | 13 |
|
|
2023
Q1 | $18.8M | Buy |
90,450
+11,726
| +15% | +$2.05M | 0.9% | 23 |
|
|
2022
Q4 | $9.7K | Buy |
78,724
+4,903
| +7% | +$928K | ﹤0.01% | 170 |
|
|
2022
Q3 | $19.6M | Buy |
73,821
+8,991
| +14% | +$2.51M | 1.14% | 14 |
|
|
2022
Q2 | $14.6M | Buy |
64,830
+6,048
| +10% | +$1.65M | 0.81% | 27 |
|
|
2022
Q1 | $21.1M | Buy |
58,782
+10,290
| +21% | +$3.21M | 1.02% | 15 |
|
|
2021
Q4 | $17.1M | Buy |
48,492
+906
| +2% | +$304K | 0.84% | 23 |
|
|
2021
Q3 | $12.3M | Buy |
47,586
+1,059
| +2% | +$249K | 0.68% | 29 |
|
|
2021
Q2 | $10.5M | Buy |
46,527
+2,376
| +5% | +$516K | 0.58% | 36 |
|
|
2021
Q1 | $9.83M | Sell |
44,151
-19,929
| -31% | -$5M | 0.58% | 44 |
|
|
2020
Q4 | $15.1M | Sell |
64,080
-2,523
| -4% | -$431K | 1.02% | 18 |
|
|
2020
Q3 | $9.46M | Sell |
66,603
-10,467
| -14% | -$1.24M | 0.72% | 34 |
|
|
2020
Q2 | $5.72M | Buy |
77,070
+35,595
| +86% | +$1.93M | 0.61% | 32 |
|
|
2020
Q1 | $1.45M | Buy |
41,475
+19,275
| +87% | +$799K | 0.21% | 89 |
|
|
2019
Q4 | $619K | Sell |
22,200
-7,050
| -24% | -$153K | 0.03% | 484 |
|
|
2019
Q3 | $470K | Buy |
29,250
+2,160
| +8% | +$33.8K | 0.06% | 263 |
|
|
2019
Q2 | $404K | Buy |
27,090
+3,285
| +14% | +$51.1K | 0.06% | 247 |
|
|
2019
Q1 | $444K | Sell |
23,805
-1,245
| -5% | -$25K | 0.06% | 245 |
|
|
2018
Q4 | $556K | Buy |
+25,050
| New | +$539K | 0.1% | 181 |
|
|
2018
Q3 | – | Sell |
-17,655
| Closed | -$368K | – | 407 |
|
|
2018
Q2 | $404K | Buy |
17,655
+5,220
| +42% | +$106K | 0.08% | 207 |
|
|
2018
Q1 | $209K | Sell |
12,435
-3,030
| -20% | -$66.6K | 0.05% | 309 |
|
|
2017
Q4 | $347K | Buy |
15,465
+1,950
| +14% | +$42.4K | 0.08% | 228 |
|
|
2017
Q3 | $309K | Buy |
13,515
+3,255
| +32% | +$75.1K | 0.08% | 209 |
|
|
2017
Q2 | $216K | Buy |
+10,260
| New | +$226K | 0.07% | 222 |
|
Other funds holding TSLA
Independent Advisor Alliance's TSLA Position: Q2 2026 in Review
Independent Advisor Alliance increased its Tesla (TSLA) stake by 2.2% in Q2 2026, buying an estimated $1M and bringing the position to 117,483 shares worth $49.4M. The position accounts for 1.16% of the portfolio, ranked #13.
Independent Advisor Alliance first reported a position in TSLA in Q2 2017 and has held it in 36 quarters since. The position peaked at $52.4M in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Independent Advisor Alliance held 117,483 shares of Tesla worth $49.4M as of Q2 2026.
- Independent Advisor Alliance bought 2,522 Tesla shares in Q2 2026, an estimated $1M.
- Tesla made up 1.16% of Independent Advisor Alliance's portfolio in Q2 2026, its #13 holding.
- Independent Advisor Alliance first reported a position in Tesla in Q2 2017 and has held it in 36 quarters since.
- Independent Advisor Alliance's Tesla position peaked at $52.4M in Q3 2025.
- 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.