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KMG Fiduciary Partners’s Tesla TSLA Stock Holding History

KMG Fiduciary Partners’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 		$4.27M Buy
10,147
+221
+2% +$87.9K 0.4% 62
2026
Q1 		$3.69M Buy
9,926
+92
+0.9% +$37.9K 0.27% 97
2025
Q4 		$4.42M Sell
9,834
-2,937
-23% -$1.3M 0.31% 79
2025
Q3 		$5.68M Sell
12,771
-755
-6% -$262K 0.38% 62
2025
Q2 		$4.3M Buy
13,526
+480
+4% +$145K 0.32% 76
2025
Q1 		$3.38M Sell
13,046
-1,392
-10% -$464K 0.28% 88
2024
Q4 		$5.83M Sell
14,438
-1,052
-7% -$338K 0.48% 56
2024
Q3 		$4.05M Buy
15,490
+304
+2% +$69.3K 0.35% 74
2024
Q2 		$3.01M Buy
15,186
+2,888
+23% +$505K 0.3% 81
2024
Q1 		$2.16M Buy
12,298
+5,283
+75% +$1.03M 0.22% 96
2023
Q4 		$1.74M Buy
7,015
+300
+4% +$71.3K 0.2% 107
2023
Q3 		$1.68M Buy
6,715
+303
+5% +$77.8K 0.22% 106
2023
Q2 		$1.68M Sell
6,412
-377
-6% -$75.4K 0.22% 108
2023
Q1 		$1.41M Buy
6,789
+2,175
+47% +$379K 0.2% 121
2022
Q4 		$568K Sell
4,614
-220
-5% -$41.7K 0.09% 156
2022
Q3 		$1.28M Sell
4,834
-65
-1% -$18.2K 0.25% 96
2022
Q2 		$1.1M Buy
4,899
+1,500
+44% +$409K 0.21% 99
2022
Q1 		$1.22M Buy
3,399
+66
+2% +$20.6K 0.2% 98
2021
Q4 		$1.17M Buy
3,333
+81
+2% +$27.2K 0.18% 99
2021
Q3 		$841K Buy
3,252
+102
+3% +$24K 0.14% 110
2021
Q2 		$714K Buy
3,150
+66
+2% +$14.3K 0.13% 119
2021
Q1 		$687K Sell
3,084
-267
-8% -$67K 0.13% 114
2020
Q4 		$821K Buy
3,351
+288
+9% +$49.1K 0.17% 101
2020
Q3 		$438K Sell
3,063
-2,862
-48% -$338K 0.11% 115
2020
Q2 		$427K Sell
5,925
-105
-2% -$5.68K 0.12% 99
2020
Q1 		$211K Buy
+6,030
New +$250K 0.07% 122

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KMG Fiduciary Partners's TSLA Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Tesla (TSLA) stake by 2.2% in Q2 2026, buying an estimated $87.9K and bringing the position to 10,147 shares worth $4.27M. The position accounts for 0.4% of the portfolio, ranked #62.

KMG Fiduciary Partners first reported a position in TSLA in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.83M in Q4 2024. 718 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • KMG Fiduciary Partners held 10,147 shares of Tesla worth $4.27M as of Q2 2026.
  • KMG Fiduciary Partners bought 221 Tesla shares in Q2 2026, an estimated $87.9K.
  • Tesla made up 0.4% of KMG Fiduciary Partners's portfolio in Q2 2026, its #62 holding.
  • KMG Fiduciary Partners first reported a position in Tesla in Q1 2020 and has held it in 26 quarters since.
  • KMG Fiduciary Partners's Tesla position peaked at $5.83M in Q4 2024.
  • 718 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.