Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.22M Buy
14,800
+550
+4% +$219K 0.58% 34
2026
Q1
$5.3M Buy
14,250
+490
+4% +$202K 0.62% 34
2025
Q4
$6.19M Buy
13,760
+1,999
+17% +$886K 0.66% 33
2025
Q3
$5.23M Buy
+11,761
New +$4.08M 0.65% 31
2025
Q2
Sell
-20,692
Closed -$5.36M 371
2025
Q1
$5.36M Buy
20,692
+758
+4% +$253K 0.55% 30
2024
Q4
$8.05M Buy
19,934
+1,442
+8% +$464K 0.78% 24
2024
Q3
$4.84M Buy
18,492
+4,719
+34% +$1.08M 0.52% 36
2024
Q2
$2.73M Buy
13,773
+1,422
+12% +$249K 0.33% 57
2024
Q1
$2.17M Sell
12,351
-2,162
-15% -$422K 0.27% 68
2023
Q4
$3.61M Buy
14,513
+1,795
+14% +$427K 0.46% 34
2023
Q3
$3.18M Buy
12,718
+3,593
+39% +$923K 0.51% 47
2023
Q2
$2.39M Buy
9,125
+1,724
+23% +$345K 0.35% 66
2023
Q1
$1.54M Buy
7,401
+2,097
+40% +$366K 0.28% 72
2022
Q4
$653K Buy
5,304
+309
+6% +$58.5K 0.12% 123
2022
Q3
$1.32M Buy
4,995
+2,181
+78% +$609K 0.29% 65
2022
Q2
$632K Sell
2,814
-78
-3% -$21.3K 0.13% 99
2022
Q1
$1.04M Buy
2,892
+1,317
+84% +$410K 0.2% 75
2021
Q4
$555K Hold
1,575
0.2% 67
2021
Q3
$407K Buy
1,575
+15
+1% +$3.53K 0.16% 79
2021
Q2
$353K Hold
1,560
0.14% 85
2021
Q1
$347K Hold
1,560
0.15% 84
2020
Q4
$367K Buy
1,560
+75
+5% +$12.8K 0.21% 75
2020
Q3
$212K Buy
+1,485
New +$175K 0.14% 99
2019
Q3
Sell
-1,050
Closed -$16K 304
2019
Q2
$16K Sell
1,050
-645
-38% -$10K 0.01% 275
2019
Q1
$32K Buy
+1,695
New +$34K 0.01% 246
2018
Q4
Sell
-1,845
Closed -$33K 373
2018
Q3
$33K Buy
1,845
+675
+58% +$14.1K 0.02% 265
2018
Q2
$27K Sell
1,170
-120
-9% -$2.44K 0.02% 233
2018
Q1
$26K Buy
1,290
+30
+2% +$660 0.02% 197
2017
Q4
$26K Buy
1,260
+90
+8% +$1.96K 0.03% 162
2017
Q3
$26K Buy
1,170
+645
+123% +$14.9K 0.03% 148
2017
Q2
$12K Buy
+525
New +$11.6K 0.02% 158

Other funds holding TSLA

Legacy Advisors's TSLA Position: Q2 2026 in Review

Legacy Advisors increased its Tesla (TSLA) stake by 3.9% in Q2 2026, buying an estimated $219K and bringing the position to 14,800 shares worth $6.22M. The position accounts for 0.58% of the portfolio, ranked #34.

Legacy Advisors first reported a position in TSLA in Q2 2017 and has held it in 31 quarters since. The position peaked at $8.05M in Q4 2024. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Legacy Advisors held 14,800 shares of Tesla worth $6.22M as of Q2 2026.
  • Legacy Advisors bought 550 Tesla shares in Q2 2026, an estimated $219K.
  • Tesla made up 0.58% of Legacy Advisors's portfolio in Q2 2026, its #34 holding.
  • Legacy Advisors first reported a position in Tesla in Q2 2017 and has held it in 31 quarters since.
  • Legacy Advisors's Tesla position peaked at $8.05M in Q4 2024.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.