Investment Advisory Services’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
$242K Sell
576
-12
-2% -$4.77K 0.07% 121
2026
Q1
$219K Buy
588
+34
+6% +$14K 0.07% 123
2025
Q4
$249K Sell
554
-35
-6% -$15.5K 0.08% 107
2025
Q3
$262K Buy
+589
New +$204K 0.08% 105
2025
Q1
Sell
-520
Closed -$210K 119
2024
Q4
$210K Buy
+520
New +$167K 0.07% 115

Other funds holding TSLA

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

Investment Advisory Services reduced its Tesla (TSLA) stake by 2% in Q2 2026, selling an estimated $4.77K and leaving 576 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #121.

Investment Advisory Services first reported a position in TSLA in Q4 2024 and has held it in 5 quarters since. The position peaked at $262K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Investment Advisory Services held 576 shares of Tesla worth $242K as of Q2 2026.
  • Investment Advisory Services sold 12 Tesla shares in Q2 2026, an estimated $4.77K.
  • Tesla made up 0.07% of Investment Advisory Services's portfolio in Q2 2026, its #121 holding.
  • Investment Advisory Services first reported a position in Tesla in Q4 2024 and has held it in 5 quarters since.
  • Investment Advisory Services's Tesla position peaked at $262K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.