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Legacy Financial Independent Advisors’s Tesla TSLA Stock Holding History

Legacy Financial Independent 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 		$267K Sell
635
-346
-35% -$138K 0.13% 98
2026
Q1 		$365K Buy
+981
New +$404K 0.19% 79

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 Independent Advisors's TSLA Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Tesla (TSLA) stake by 35% in Q2 2026, selling an estimated $138K and leaving 635 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #98.

Legacy Financial Independent Advisors first reported a position in TSLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $365K in Q1 2026. 4,270 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Legacy Financial Independent Advisors held 635 shares of Tesla worth $267K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 346 Tesla shares in Q2 2026, an estimated $138K.
  • Tesla made up 0.13% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #98 holding.
  • Legacy Financial Independent Advisors first reported a position in Tesla in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Tesla position peaked at $365K in Q1 2026.
  • 4,270 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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