IAA
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Independent Advisor Alliance’s Tesla TSLA Stock Holding History

Independent Advisor Alliance’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
2020
Q2 		– Sell
-15
Closed -$2K – 541
2020
Q1 		$2K Buy
+15
New +$622 ﹤0.01% 421

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 $3.38T AUM 44.17% 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

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. 4,317 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.
  • 4,317 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.