Kovack Advisors’s Tesla TSLA Stock Holding History

Kovack Advisors’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
2022 Q1	–	Sell	-30	Closed	-$32K	–	823
2021 Q4	$32K	Buy	+30	New	+$10.1K	﹤0.01%	687

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

Kovack Advisors's TSLA Position: Q2 2026 in Review

Kovack Advisors reduced its Tesla (TSLA) stake by 35% in Q2 2026, selling an estimated $9.01M and leaving 42,398 shares worth $17.9M. The position accounts for 0.86% of the portfolio, ranked #14.

Kovack Advisors first reported a position in TSLA in Q1 2017 and has held it in 38 quarters since. The position peaked at $29.9M in Q4 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Kovack Advisors held 42,398 shares of Tesla worth $17.9M as of Q2 2026.
Kovack Advisors sold 22,646 Tesla shares in Q2 2026, an estimated $9.01M.
Tesla made up 0.86% of Kovack Advisors's portfolio in Q2 2026, its #14 holding.
Kovack Advisors first reported a position in Tesla in Q1 2017 and has held it in 38 quarters since.
Kovack Advisors's Tesla position peaked at $29.9M in Q4 2025.
4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.