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Kestra Advisory Services’s Tesla TSLA Stock Holding History

Kestra Advisory Services’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 		$135M Buy
321,351
+32,246
+11% +$12.8M 0.44% 32
2026
Q1 		$107M Buy
289,105
+28,597
+11% +$11.8M 0.41% 36
2025
Q4 		$117M Buy
260,508
+14,294
+6% +$6.34M 0.48% 27
2025
Q3 		$109M Sell
246,214
-300
-0.1% -$104K 0.5% 26
2025
Q2 		$78.3M Buy
246,514
+14,353
+6% +$4.32M 0.38% 34
2025
Q1 		$60.2M Sell
232,161
-19,271
-8% -$6.42M 0.29% 48
2024
Q4 		$102M Buy
251,432
+7,873
+3% +$2.53M 0.55% 24
2024
Q3 		$63.7M Sell
243,559
-40,059
-14% -$9.14M 0.35% 47
2024
Q2 		$56.1M Buy
283,618
+43,635
+18% +$7.63M 0.31% 50
2024
Q1 		$42.2M Buy
239,983
+19,200
+9% +$3.75M 0.28% 61
2023
Q4 		$54.9M Buy
220,783
+47,629
+28% +$11.3M 0.44% 30
2023
Q3 		$43.3M Buy
173,154
+4,389
+3% +$1.13M 0.43% 35
2023
Q2 		$44.2M Buy
168,765
+25,636
+18% +$5.13M 0.44% 34
2023
Q1 		$29.7M Sell
143,129
-5,673
-4% -$990K 0.32% 54
2022
Q4 		$18.3M Sell
148,802
-3,796
-2% -$719K 0.16% 146
2022
Q3 		$40.5M Sell
152,598
-33,606
-18% -$9.39M 0.43% 39
2022
Q2 		$41.8M Buy
186,204
+53,286
+40% +$14.5M 0.43% 39
2022
Q1 		$47.7M Buy
132,918
+18,432
+16% +$5.74M 0.5% 27
2021
Q4 		$40.3M Sell
114,486
-9,867
-8% -$3.31M 0.41% 41
2021
Q3 		$32.1M Buy
124,353
+9,957
+9% +$2.34M 0.32% 60
2021
Q2 		$25.9M Buy
114,396
+7,647
+7% +$1.66M 0.29% 70
2021
Q1 		$23.8M Sell
106,749
-42,222
-28% -$10.6M 0.3% 66
2020
Q4 		$34.5M Buy
148,971
+58,725
+65% +$10M 0.4% 44
2020
Q3 		$13.1M Buy
+90,246
New +$10.7M 0.24% 99

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

Kestra Advisory Services's TSLA Position: Q2 2026 in Review

Kestra Advisory Services increased its Tesla (TSLA) stake by 11% in Q2 2026, buying an estimated $12.8M and bringing the position to 321,351 shares worth $135M. The position accounts for 0.44% of the portfolio, ranked #32.

Kestra Advisory Services first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Kestra Advisory Services held 321,351 shares of Tesla worth $135M as of Q2 2026.
  • Kestra Advisory Services bought 32,246 Tesla shares in Q2 2026, an estimated $12.8M.
  • Tesla made up 0.44% of Kestra Advisory Services's portfolio in Q2 2026, its #32 holding.
  • Kestra Advisory Services first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.