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
$84.1K Hold
200
0.02% 219
2026
Q1
$74.3K Sell
200
-300
-60% -$124K 0.03% 208
2025
Q4
$225K Buy
+500
New +$222K 0.08% 183

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. 828 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.
  • 828 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.