Keeler & Nadler Financial Planning & Wealth Management’s Tesla TSLA Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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	$307K	Hold	731	–	–	0.09%	68
2026 Q1	$272K	Buy	731 +7	+1%	+$2.88K	0.09%	71
2025 Q4	$326K	Sell	724 -2	-0.3%	-$887	0.11%	58
2025 Q3	$323K	Buy	726 +16	+2%	+$5.55K	0.12%	59
2025 Q2	$226K	Buy	+710	New	+$214K	0.09%	71
2025 Q1	–	Sell	-718	Closed	-$290K	–	73
2024 Q4	$290K	Buy	+718	New	+$231K	0.14%	56
2021 Q4	$312K	Buy	+885	New	+$297K	0.29%	38

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's TSLA Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management held its Tesla (TSLA) position steady in Q2 2026 at 731 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #68.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 7 quarters since. The position peaked at $326K in Q4 2025. 2,843 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 731 shares of Tesla worth $307K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.09% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #68 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 7 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Tesla position peaked at $326K in Q4 2025.
2,843 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.