IAG
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Investment Advisory Group’s Tesla TSLA Stock Holding History

Investment 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 		$2.33M Sell
5,530
-90
-2% -$35.8K 0.5% 50
2026
Q1 		$2.09M Sell
5,620
-159
-3% -$65.5K 0.53% 47
2025
Q4 		$2.6M Sell
5,779
-350
-6% -$155K 0.67% 37
2025
Q3 		$2.73M Buy
6,129
+90
+1% +$31.2K 0.74% 35
2025
Q2 		$1.92M Buy
6,039
+98
+2% +$29.5K 0.58% 44
2025
Q1 		$1.54M Sell
5,941
-83
-1% -$27.7K 0.52% 46
2024
Q4 		$2.43M Sell
6,024
-161
-3% -$51.8K 0.81% 34
2024
Q3 		$1.62M Sell
6,185
-30
-0.5% -$6.84K 0.56% 43
2024
Q2 		$1.23M Buy
6,215
+111
+2% +$19.4K 0.48% 50
2024
Q1 		$1.07M Buy
6,104
+239
+4% +$46.7K 0.44% 49
2023
Q4 		$1.46M Sell
5,865
-25
-0.4% -$5.94K 0.67% 40
2023
Q3 		$1.47M Buy
5,890
+101
+2% +$25.9K 0.77% 35
2023
Q2 		$1.52M Buy
5,789
+74
+1% +$14.8K 0.78% 35
2023
Q1 		$1.19M Buy
5,715
+60
+1% +$10.5K 0.68% 38
2022
Q4 		$697K Sell
5,655
-75
-1% -$14.2K 0.43% 52
2022
Q3 		$1.52M Buy
5,730
+2,952
+106% +$824K 1.05% 26
2022
Q2 		$623K Buy
2,778
+45
+2% +$12.3K 0.42% 50
2022
Q1 		$981K Buy
2,733
+90
+3% +$28K 0.6% 40
2021
Q4 		$797K Buy
+2,643
New +$886K 0.51% 44

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

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

Investment Advisory Group reduced its Tesla (TSLA) stake by 1.6% in Q2 2026, selling an estimated $35.8K and leaving 5,530 shares worth $2.33M. The position accounts for 0.5% of the portfolio, ranked #50.

Investment Advisory Group first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.73M in Q3 2025. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Investment Advisory Group held 5,530 shares of Tesla worth $2.33M as of Q2 2026.
  • Investment Advisory Group sold 90 Tesla shares in Q2 2026, an estimated $35.8K.
  • Tesla made up 0.5% of Investment Advisory Group's portfolio in Q2 2026, its #50 holding.
  • Investment Advisory Group first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's Tesla position peaked at $2.73M in Q3 2025.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.