Investment Advisory Services Group’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
$592K Sell
1,408
-21
-1% -$8.35K 0.43% 24
2026
Q1
$531K Hold
1,429
0.46% 24
2025
Q4
$643K Buy
+1,429
New +$633K 0.57% 24

Other funds holding TSLA

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

Investment Advisory Services Group reduced its Tesla (TSLA) stake by 1.5% in Q2 2026, selling an estimated $8.35K and leaving 1,408 shares worth $592K. The position accounts for 0.43% of the portfolio, ranked #24.

Investment Advisory Services Group first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $643K in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Investment Advisory Services Group held 1,408 shares of Tesla worth $592K as of Q2 2026.
  • Investment Advisory Services Group sold 21 Tesla shares in Q2 2026, an estimated $8.35K.
  • Tesla made up 0.43% of Investment Advisory Services Group's portfolio in Q2 2026, its #24 holding.
  • Investment Advisory Services Group first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Investment Advisory Services Group's Tesla position peaked at $643K in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Investment Advisory Services Group's 13F filing for Q2 2026, filed 29 Jul 2026.