Key Client Fiduciary Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.28M Buy
14,921
+155
+1% +$61.6K 1.81% 15
2026
Q1
$5.49M Sell
14,766
-622
-4% -$256K 1.87% 13
2025
Q4
$6.92M Sell
15,388
-1,468
-9% -$651K 2.36% 9
2025
Q3
$7.5M Buy
16,856
+574
+4% +$199K 2.48% 9
2025
Q2
$5.17M Buy
16,282
+2,337
+17% +$704K 2.09% 11
2025
Q1
$3.61M Buy
13,945
+9,394
+206% +$3.13M 1.64% 13
2024
Q4
$1.84M Buy
4,551
+322
+8% +$104K 0.81% 28
2024
Q3
$1.11M Sell
4,229
-1,226
-22% -$280K 0.5% 49
2024
Q2
$1.08M Buy
5,455
+1,830
+50% +$320K 0.54% 46
2024
Q1
$637K Buy
3,625
+271
+8% +$52.9K 0.34% 68
2023
Q4
$833K Buy
3,354
+17
+0.5% +$4.04K 0.48% 44
2023
Q3
$835K Buy
3,337
+36
+1% +$9.25K 0.51% 41
2023
Q2
$864K Buy
3,301
+9
+0.3% +$1.8K 0.5% 46
2023
Q1
$683K Buy
3,292
+153
+5% +$26.7K 0.43% 52
2022
Q4
$387K Buy
3,139
+1,626
+107% +$308K 0.26% 90
2022
Q3
$401K Buy
1,513
+91
+6% +$25.4K 0.36% 61
2022
Q2
$319K Sell
1,422
-363
-20% -$99.1K 0.31% 74
2022
Q1
$641K Sell
1,785
-417
-19% -$130K 0.51% 49
2021
Q4
$776K Buy
+2,202
New +$739K 0.64% 42

Other funds holding TSLA

Key Client Fiduciary Advisors's TSLA Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Tesla (TSLA) stake by 1% in Q2 2026, buying an estimated $61.6K and bringing the position to 14,921 shares worth $6.28M. The position accounts for 1.81% of the portfolio, ranked #15.

Key Client Fiduciary Advisors first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.5M in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Key Client Fiduciary Advisors held 14,921 shares of Tesla worth $6.28M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 155 Tesla shares in Q2 2026, an estimated $61.6K.
  • Tesla made up 1.81% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #15 holding.
  • Key Client Fiduciary Advisors first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's Tesla position peaked at $7.5M in Q3 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.