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Kelly Financial Group’s Tesla TSLA Stock Holding History

Kelly Financial Group’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 		$381K Buy
912
+335
+58% +$133K 0.08% 66
2026
Q1 		$212K Sell
577
-5
-0.9% -$2.06K 0.05% 95
2025
Q4 		$262K Hold
582
– – 0.07% 74
2025
Q3 		$259K Buy
+582
New +$202K 0.07% 75

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

Kelly Financial Group's TSLA Position: Q2 2026 in Review

Kelly Financial Group increased its Tesla (TSLA) stake by 58% in Q2 2026, buying an estimated $133K and bringing the position to 912 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #66.

Kelly Financial Group first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Kelly Financial Group held 912 shares of Tesla worth $381K as of Q2 2026.
  • Kelly Financial Group bought 335 Tesla shares in Q2 2026, an estimated $133K.
  • Tesla made up 0.08% of Kelly Financial Group's portfolio in Q2 2026, its #66 holding.
  • Kelly Financial Group first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.