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Lauterbach Financial Advisors’s Tesla TSLA Stock Holding History

Lauterbach Financial 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
2026
Q2 		$463K Sell
1,101
-119
-10% -$47.3K 0.2% 57
2026
Q1 		$454K Hold
1,220
– – 0.22% 53
2025
Q4 		$549K Buy
1,220
+119
+11% +$52.8K 0.27% 48
2025
Q3 		$490K Hold
1,101
– – 0.25% 48
2025
Q2 		$350K Buy
1,101
+22
+2% +$6.63K 0.19% 57
2025
Q1 		$280K Sell
1,079
-10
-0.9% -$3.33K 0.17% 59
2024
Q4 		$440K Hold
1,089
– – 0.27% 42
2024
Q3 		$285K Hold
1,089
– – 0.17% 56
2024
Q2 		$226K Buy
+1,089
New +$190K 0.15% 59
2024
Q1 		– Sell
-1,089
Closed -$271K – 69
2023
Q4 		$271K Hold
1,089
– – 0.19% 49
2023
Q3 		$272K Buy
1,089
+210
+24% +$53.9K 0.21% 47
2023
Q2 		$230K Buy
+879
New +$176K 0.18% 54
2022
Q4 		– Sell
-859
Closed -$228K – 55
2022
Q3 		$228K Buy
+859
New +$240K 0.23% 46
2022
Q2 		– Sell
-840
Closed -$302K – 54
2022
Q1 		$302K Sell
840
-6
-0.7% -$1.87K 0.27% 33
2021
Q4 		$298K Buy
+846
New +$284K 0.26% 35

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lauterbach Financial Advisors's TSLA Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Tesla (TSLA) stake by 9.8% in Q2 2026, selling an estimated $47.3K and leaving 1,101 shares worth $463K. The position accounts for 0.2% of the portfolio, ranked #57.

Lauterbach Financial Advisors first reported a position in TSLA in Q4 2021 and has held it in 15 quarters since. The position peaked at $549K in Q4 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Lauterbach Financial Advisors held 1,101 shares of Tesla worth $463K as of Q2 2026.
  • Lauterbach Financial Advisors sold 119 Tesla shares in Q2 2026, an estimated $47.3K.
  • Tesla made up 0.2% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • Lauterbach Financial Advisors first reported a position in Tesla in Q4 2021 and has held it in 15 quarters since.
  • Lauterbach Financial Advisors's Tesla position peaked at $549K in Q4 2025.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.