IAG
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Investmark Advisory Group’s Tesla TSLA Stock Holding History

Investmark Advisory 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 		$1.36M Sell
3,225
-203
-6% -$80.7K 0.52% 47
2026
Q1 		$1.27M Sell
3,428
-32
-0.9% -$13.2K 0.55% 45
2025
Q4 		$1.56M Sell
3,460
-171
-5% -$75.8K 0.66% 42
2025
Q3 		$1.61M Buy
3,631
+251
+7% +$87.1K 0.7% 41
2025
Q2 		$1.07M Sell
3,380
-1
-0% -$301 0.5% 47
2025
Q1 		$876K Sell
3,381
-1,538
-31% -$513K 0.43% 46
2024
Q4 		$1.99M Buy
4,919
+40
+0.8% +$12.9K 0.97% 31
2024
Q3 		$1.28M Sell
4,879
-437
-8% -$99.7K 0.62% 40
2024
Q2 		$1.05M Sell
5,316
-69
-1% -$12.1K 0.56% 41
2024
Q1 		$947K Buy
5,385
+239
+5% +$46.7K 0.52% 45
2023
Q4 		$1.28M Buy
5,146
+411
+9% +$97.7K 0.75% 34
2023
Q3 		$1.18M Hold
4,735
– – 0.8% 32
2023
Q2 		$1.24M Buy
4,735
+600
+15% +$120K 0.83% 32
2023
Q1 		$858K Buy
4,135
+81
+2% +$14.1K 0.63% 35
2022
Q4 		$499K Buy
4,054
+220
+6% +$41.7K 0.37% 58
2022
Q3 		$1.02M Buy
3,834
+492
+15% +$137K 0.91% 31
2022
Q2 		$750K Buy
3,342
+1,026
+44% +$280K 0.74% 29
2022
Q1 		$831K Buy
2,316
+60
+3% +$18.7K 0.86% 27
2021
Q4 		$794K Buy
+2,256
New +$757K 0.74% 27

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

Investmark Advisory Group's TSLA Position: Q2 2026 in Review

Investmark Advisory Group reduced its Tesla (TSLA) stake by 5.9% in Q2 2026, selling an estimated $80.7K and leaving 3,225 shares worth $1.36M. The position accounts for 0.52% of the portfolio, ranked #47.

Investmark Advisory Group first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.99M in Q4 2024. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Investmark Advisory Group held 3,225 shares of Tesla worth $1.36M as of Q2 2026.
  • Investmark Advisory Group sold 203 Tesla shares in Q2 2026, an estimated $80.7K.
  • Tesla made up 0.52% of Investmark Advisory Group's portfolio in Q2 2026, its #47 holding.
  • Investmark Advisory Group first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Investmark Advisory Group's Tesla position peaked at $1.99M in Q4 2024.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.