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Joseph P. Lucia & Associates’s Tesla TSLA Stock Holding History

Joseph P. Lucia & Associates’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 		$630K Sell
1,498
-5
-0.3% -$1.99K 0.19% 96
2026
Q1 		$559K Buy
1,503
+182
+14% +$75K 0.2% 97
2025
Q4 		$594K Buy
1,321
+257
+24% +$114K 0.21% 92
2025
Q3 		$473K Sell
1,064
-259
-20% -$89.8K 0.18% 102
2025
Q2 		$420K Sell
1,323
-395
-23% -$119K 0.17% 103
2025
Q1 		$445K Sell
1,718
-175
-9% -$58.3K 0.2% 90
2024
Q4 		$764K Buy
1,893
+3
+0.2% +$965 0.34% 71
2024
Q3 		$494K Sell
1,890
-461
-20% -$105K 0.23% 83
2024
Q2 		$465K Buy
2,351
+9
+0.4% +$1.57K 0.24% 77
2024
Q1 		$412K Sell
2,342
-2,129
-48% -$416K 0.22% 80
2023
Q4 		$1.11M Sell
4,471
-187
-4% -$44.4K 0.69% 45
2023
Q3 		$1.17M Buy
4,658
+693
+17% +$178K 0.81% 40
2023
Q2 		$1.04M Buy
3,965
+177
+5% +$35.4K 0.69% 46
2023
Q1 		$786K Buy
3,788
+483
+15% +$84.3K 0.55% 53
2022
Q4 		$407K Buy
3,305
+1,131
+52% +$214K 0.3% 78
2022
Q3 		$577K Buy
2,174
+1,445
+198% +$404K 0.45% 56
2022
Q2 		$164K Hold
729
– – 0.12% 113
2022
Q1 		$262K Buy
729
+36
+5% +$11.2K 0.16% 98
2021
Q4 		$244K Sell
693
-20,850
-97% -$6.99M 0.16% 110
2021
Q3 		$5.57M Hold
21,543
– – 3.3% 2
2021
Q2 		$4.88M Hold
21,543
– – 2.92% 2
2021
Q1 		$4.8M Sell
21,543
-15,039
-41% -$3.78M 2.14% 3
2020
Q4 		$8.61M Sell
36,582
-13,335
-27% -$2.28M 6.01% 1
2020
Q3 		$7.14M Sell
49,917
-7,008
-12% -$827K 6.66% 1
2020
Q2 		$4.1M Sell
56,925
-3,630
-6% -$196K 3.69% 1
2020
Q1 		$2.12M Sell
60,555
-195
-0.3% -$8.08K 2.35% 10
2019
Q4 		$1.69M Hold
60,750
– – 1.54% 24
2019
Q3 		$976K Buy
60,750
+630
+1% +$9.86K 1.01% 31
2019
Q2 		$896K Buy
60,120
+27,345
+83% +$426K 0.94% 34
2019
Q1 		$8 Buy
+32,775
New +$658K ﹤0.01% 335

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

Joseph P. Lucia & Associates's TSLA Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Tesla (TSLA) stake by 0.33% in Q2 2026, selling an estimated $1.99K and leaving 1,498 shares worth $630K. The position accounts for 0.19% of the portfolio, ranked #96.

Joseph P. Lucia & Associates first reported a position in TSLA in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.61M in Q4 2020. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Joseph P. Lucia & Associates held 1,498 shares of Tesla worth $630K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 5 Tesla shares in Q2 2026, an estimated $1.99K.
  • Tesla made up 0.19% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #96 holding.
  • Joseph P. Lucia & Associates first reported a position in Tesla in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Tesla position peaked at $8.61M in Q4 2020.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.