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Legacy Financial Advisors’s Tesla TSLA Stock Holding History

Legacy 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
Q1 		$5.95M Sell
16,017
-63
-0.4% -$26K 0.83% 22
2025
Q4 		$7.23M Buy
16,080
+290
+2% +$129K 1% 20
2025
Q3 		$7.02M Sell
15,790
-1,425
-8% -$494K 0.97% 19
2025
Q2 		$5.47M Buy
17,215
+1,436
+9% +$433K 0.85% 20
2025
Q1 		$4.09M Sell
15,779
-1,719
-10% -$573K 0.68% 23
2024
Q4 		$7.07M Buy
17,498
+1,183
+7% +$381K 1.17% 17
2024
Q3 		$4.27M Buy
16,315
+907
+6% +$207K 0.72% 23
2024
Q2 		$3.05M Buy
15,408
+3,978
+35% +$695K 0.54% 31
2024
Q1 		$2.01M Sell
11,430
-568
-5% -$111K 0.36% 46
2023
Q4 		$2.98M Buy
11,998
+510
+4% +$121K 0.57% 30
2023
Q3 		$2.87M Buy
11,488
+2,060
+22% +$529K 0.58% 26
2023
Q2 		$2.47M Buy
9,428
+1,484
+19% +$297K 0.46% 26
2023
Q1 		$1.65M Buy
7,944
+2,334
+42% +$407K 0.34% 36
2022
Q4 		$691K Sell
5,610
-116
-2% -$22K 0.15% 81
2022
Q3 		$1.52M Buy
5,726
+1,079
+23% +$301K 0.36% 34
2022
Q2 		$1.04M Sell
4,647
-267
-5% -$72.9K 0.26% 39
2022
Q1 		$1.76M Buy
4,914
+1,008
+26% +$314K 0.4% 25
2021
Q4 		$1.38M Buy
3,906
+174
+5% +$58.4K 0.32% 33
2021
Q3 		$965K Buy
3,732
+756
+25% +$178K 0.24% 40
2021
Q2 		$674K Buy
2,976
+396
+15% +$86K 0.17% 52
2021
Q1 		$574K Buy
2,580
+330
+15% +$82.9K 0.16% 59
2020
Q4 		$529K Buy
+2,250
New +$384K 0.15% 58
2019
Q2 		– Sell
-1,305
Closed -$24K – 842
2019
Q1 		$24K Hold
1,305
– – 0.01% 418
2018
Q4 		$29K Hold
1,305
– – 0.01% 346
2018
Q3 		$23K Hold
1,305
– – 0.01% 357
2018
Q2 		$28K Hold
1,305
– – 0.01% 328
2018
Q1 		$26K Hold
1,305
– – 0.01% 325
2017
Q4 		$27K Buy
+1,305
New +$28.4K 0.01% 324

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Advisors's TSLA Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Tesla (TSLA) stake by 0.39% in Q1 2026, selling an estimated $26K and leaving 16,017 shares worth $5.95M. The position accounts for 0.83% of the portfolio, ranked #22.

Legacy Financial Advisors first reported a position in TSLA in Q4 2017 and has held it in 28 quarters since. The position peaked at $7.23M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Legacy Financial Advisors held 16,017 shares of Tesla worth $5.95M as of Q1 2026.
  • Legacy Financial Advisors sold 63 Tesla shares in Q1 2026, an estimated $26K.
  • Tesla made up 0.83% of Legacy Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • Legacy Financial Advisors first reported a position in Tesla in Q4 2017 and has held it in 28 quarters since.
  • Legacy Financial Advisors's Tesla position peaked at $7.23M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.