Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$374K Buy
920
+59
+7% +$23.5K 0.18% 63
2026
Q1
$320K Buy
861
+76
+10% +$31.3K 0.18% 66
2025
Q4
$353K Sell
785
-63
-7% -$27.9K 0.18% 83
2025
Q3
$377K Buy
848
+189
+29% +$65.6K 0.21% 70
2025
Q2
$209K Buy
+659
New +$199K 0.13% 127

Other funds holding TSLA

Kaufman Rossin Wealth's TSLA Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Tesla (TSLA) stake by 6.9% in Q2 2026, buying an estimated $23.5K and bringing the position to 920 shares worth $374K. The position accounts for 0.18% of the portfolio, ranked #63.

Kaufman Rossin Wealth first reported a position in TSLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $377K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Kaufman Rossin Wealth held 920 shares of Tesla worth $374K as of Q2 2026.
  • Kaufman Rossin Wealth bought 59 Tesla shares in Q2 2026, an estimated $23.5K.
  • Tesla made up 0.18% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #63 holding.
  • Kaufman Rossin Wealth first reported a position in Tesla in Q2 2025 and has held it in 5 quarters since.
  • Kaufman Rossin Wealth's Tesla position peaked at $377K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.