Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Tesla TSLA Stock Holding History

Legacy Financial Group (Iowa)’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 		$1.2M Hold
2,856
– – 0.14% 63
2026
Q1 		$1.06M Buy
2,856
+21
+0.7% +$8.65K 0.13% 59
2025
Q4 		$1.15M Sell
2,835
-36
-1% -$16K 0.14% 58
2025
Q3 		$1.28M Sell
2,871
-48
-2% -$16.6K 0.17% 52
2025
Q2 		$927K Buy
2,919
+100
+4% +$30.1K 0.13% 56
2025
Q1 		$731K Sell
2,819
-308
-10% -$103K 0.11% 57
2024
Q4 		$1.26M Buy
+3,127
New +$1.01M 0.2% 48
2024
Q3 		– Sell
-3,481
Closed -$689K – 97
2024
Q2 		$689K Buy
3,481
+320
+10% +$55.9K 0.14% 60
2024
Q1 		$556K Buy
+3,161
New +$618K 0.11% 64
2023
Q4 		– Sell
-3,161
Closed -$791K – 473
2023
Q3 		$791K Buy
+3,161
New +$812K 0.19% 49

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

Legacy Financial Group (Iowa)'s TSLA Position: Q2 2026 in Review

Legacy Financial Group (Iowa) held its Tesla (TSLA) position steady in Q2 2026 at 2,856 shares worth $1.2M. The position accounts for 0.14% of the portfolio, ranked #63.

Legacy Financial Group (Iowa) first reported a position in TSLA in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q3 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Legacy Financial Group (Iowa) held 2,856 shares of Tesla worth $1.2M as of Q2 2026.
  • Legacy Financial Group (Iowa) left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.14% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #63 holding.
  • Legacy Financial Group (Iowa) first reported a position in Tesla in Q3 2023 and has held it in 10 quarters since.
  • Legacy Financial Group (Iowa)'s Tesla position peaked at $1.28M in Q3 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.