Legacy Advisors’s Tesla TSLA Stock Holding History

Legacy 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
2025 Q4	–	Sell	-700	Closed	-$224K	–	292
2025 Q3	$224K	Buy	+700	New	+$243K	0.03%	231
2025 Q2	–	Sell	-800	Closed	-$207K	–	370
2025 Q1	$207K	Buy	800 +794	+13,233%	+$265K	0.02%	404
2024 Q4	$166K	Sell	6 -594	-99%	-$191K	0.02%	398
2024 Q3	$157K	Hold	600	–	–	0.02%	366
2024 Q2	$119K	Buy	+600	New	+$105K	0.01%	320
2024 Q1	–	Sell	-600	Closed	-$149K	–	334
2023 Q4	$149K	Buy	+600	New	+$143K	0.02%	300
2023 Q2	–	Sell	-100	Closed	-$20.7K	–	278
2023 Q1	$20.7K	Buy	+100	New	+$17.4K	﹤0.01%	251

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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.