LEA
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Legacy Edge Advisors’s Tesla TSLA Stock Holding History

Legacy Edge 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 		$299K Sell
942
-214
-19% -$85.1K 0.04% 169
2026
Q1 		$430K Sell
1,156
-6
-0.5% -$2.47K 0.05% 146
2025
Q4 		$523K Buy
+1,162
New +$515K 0.06% 123

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Legacy Edge Advisors's TSLA Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Tesla (TSLA) stake by 19% in Q2 2026, selling an estimated $85.1K and leaving 942 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #169.

Legacy Edge Advisors first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $523K in Q4 2025. 3,023 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Legacy Edge Advisors held 942 shares of Tesla worth $299K as of Q2 2026.
  • Legacy Edge Advisors sold 214 Tesla shares in Q2 2026, an estimated $85.1K.
  • Tesla made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #169 holding.
  • Legacy Edge Advisors first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Tesla position peaked at $523K in Q4 2025.
  • 3,023 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.