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Legacy Financial Strategies’s Tesla TSLA Stock Holding History

Legacy Financial Strategies’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 		$1.9M Buy
4,510
+92
+2% +$36.6K 0.29% 48
2026
Q1 		$1.64M Buy
4,418
+176
+4% +$72.5K 0.3% 49
2025
Q4 		$1.91M Buy
4,242
+182
+4% +$80.7K 0.34% 49
2025
Q3 		$1.81M Buy
4,060
+184
+5% +$63.8K 0.33% 47
2025
Q2 		$1.23M Buy
3,876
+114
+3% +$34.3K 0.24% 52
2025
Q1 		$975K Sell
3,762
-466
-11% -$155K 0.21% 52
2024
Q4 		$1.6M Sell
4,228
-76
-2% -$24.5K 0.35% 43
2024
Q3 		$1.13M Buy
4,304
+774
+22% +$177K 0.25% 46
2024
Q2 		$870K Buy
3,530
+687
+24% +$120K 0.21% 49
2024
Q1 		$500K Buy
2,843
+429
+18% +$83.8K 0.13% 60
2023
Q4 		$600K Buy
2,414
+14
+0.6% +$3.33K 0.17% 52
2023
Q3 		$533K Buy
2,400
+367
+18% +$94.3K 0.17% 50
2023
Q2 		$532K Buy
2,033
+12
+0.6% +$2.4K 0.18% 51
2023
Q1 		$419K Buy
2,021
+55
+3% +$9.6K 0.16% 54
2022
Q4 		$242K Buy
1,966
+5
+0.3% +$947 0.1% 61
2022
Q3 		$520K Buy
1,961
+11
+0.6% +$3.07K 0.24% 48
2022
Q2 		$438K Buy
1,950
+18
+0.9% +$4.91K 0.22% 48
2022
Q1 		$694K Buy
1,932
+3
+0.2% +$934 0.3% 46
2021
Q4 		$680K Buy
1,929
+12
+0.6% +$4.03K 0.29% 44
2021
Q3 		$496K Hold
1,917
– – 0.23% 46
2021
Q2 		$434K Sell
1,917
-210
-10% -$45.6K 0.21% 48
2021
Q1 		$474K Buy
2,127
+327
+18% +$82.1K 0.25% 46
2020
Q4 		$423K Sell
1,800
-420
-19% -$71.7K 0.22% 49
2020
Q3 		$317K Buy
+2,220
New +$262K 0.18% 54

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 Strategies's TSLA Position: Q2 2026 in Review

Legacy Financial Strategies increased its Tesla (TSLA) stake by 2.1% in Q2 2026, buying an estimated $36.6K and bringing the position to 4,510 shares worth $1.9M. The position accounts for 0.29% of the portfolio, ranked #48.

Legacy Financial Strategies first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.91M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Legacy Financial Strategies held 4,510 shares of Tesla worth $1.9M as of Q2 2026.
  • Legacy Financial Strategies bought 92 Tesla shares in Q2 2026, an estimated $36.6K.
  • Tesla made up 0.29% of Legacy Financial Strategies's portfolio in Q2 2026, its #48 holding.
  • Legacy Financial Strategies first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Legacy Financial Strategies's Tesla position peaked at $1.91M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.