Kestra Investment Management’s Tesla TSLA Stock Holding History

Kestra Investment 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	$4.29M	Sell	10,209 -269	-3%	-$107K	0.08%	89
2026 Q1	$3.9M	Buy	10,478 +1,746	+20%	+$719K	0.07%	83
2025 Q4	$3.93M	Buy	8,732 +204	+2%	+$90.4K	0.1%	80
2025 Q3	$3.79M	Sell	8,528 -8,869	-51%	-$3.08M	0.1%	82
2025 Q2	$4.94M	Buy	17,397 +7,316	+73%	+$2.2M	0.08%	91
2025 Q1	$2.61M	Buy	10,081 +4,398	+77%	+$1.47M	0.08%	81
2024 Q4	$2.3M	Buy	5,683 +2,339	+70%	+$753K	0.09%	75
2024 Q3	$875K	Buy	+3,344	New	+$763K	0.04%	139

Other funds holding TSLA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Investment Management's TSLA Position: Q2 2026 in Review

Kestra Investment Management reduced its Tesla (TSLA) stake by 2.6% in Q2 2026, selling an estimated $107K and leaving 10,209 shares worth $4.29M. The position accounts for 0.08% of the portfolio, ranked #89.

Kestra Investment Management first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.94M in Q2 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Kestra Investment Management held 10,209 shares of Tesla worth $4.29M as of Q2 2026.
Kestra Investment Management sold 269 Tesla shares in Q2 2026, an estimated $107K.
Tesla made up 0.08% of Kestra Investment Management's portfolio in Q2 2026, its #89 holding.
Kestra Investment Management first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Tesla position peaked at $4.94M in Q2 2025.
4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.