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Kaizen Financial Strategies’s Tesla TSLA Stock Holding History

Kaizen Financial Strategies’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 		$2.4M Sell
5,653
-475
-8% -$189K 0.78% 29
2026
Q1 		$2.38M Sell
6,128
-541
-8% -$223K 1.01% 20
2025
Q4 		$3M Buy
6,669
+32
+0.5% +$14.2K 1.32% 17
2025
Q3 		$2.96M Sell
6,637
-1,950
-23% -$676K 1.34% 17
2025
Q2 		$2.73M Sell
8,587
-3,157
-27% -$951K 1.39% 17
2025
Q1 		$3.04M Sell
11,744
-1,169
-9% -$390K 1.76% 14
2024
Q4 		$5.21M Sell
12,913
-3,301
-20% -$1.06M 2.95% 8
2024
Q3 		$4.24M Sell
16,214
-70
-0.4% -$16K 2.46% 10
2024
Q2 		$3.63M Buy
16,284
+537
+3% +$93.9K 2.26% 11
2024
Q1 		$2.77M Buy
15,747
+890
+6% +$174K 1.88% 15
2023
Q4 		$3.69M Sell
14,857
-1,009
-6% -$240K 2.8% 7
2023
Q3 		$3.97M Buy
15,866
+10,693
+207% +$2.75M 3.35% 6
2023
Q2 		$1.41M Sell
5,173
-250
-5% -$50K 1.2% 18
2023
Q1 		$1.13M Sell
5,423
-2,560
-32% -$447K 1.11% 21
2022
Q4 		$977K Buy
7,983
+1,582
+25% +$300K 0.97% 30
2022
Q3 		$1.7M Buy
6,401
+1,859
+41% +$519K 1.72% 17
2022
Q2 		$1.02M Buy
4,542
+2,502
+123% +$683K 1.01% 30
2022
Q1 		$733K Buy
2,040
+546
+37% +$170K 0.57% 45
2021
Q4 		$526K Buy
+1,494
New +$501K 0.39% 64

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Kaizen Financial Strategies's TSLA Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Tesla (TSLA) stake by 7.8% in Q2 2026, selling an estimated $189K and leaving 5,653 shares worth $2.4M. The position accounts for 0.78% of the portfolio, ranked #29.

Kaizen Financial Strategies first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.21M in Q4 2024. 1,999 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Kaizen Financial Strategies held 5,653 shares of Tesla worth $2.4M as of Q2 2026.
  • Kaizen Financial Strategies sold 475 Tesla shares in Q2 2026, an estimated $189K.
  • Tesla made up 0.78% of Kaizen Financial Strategies's portfolio in Q2 2026, its #29 holding.
  • Kaizen Financial Strategies first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Kaizen Financial Strategies's Tesla position peaked at $5.21M in Q4 2024.
  • 1,999 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.