LIS
TSLA icon

Legacy Investment Solutions’s Tesla TSLA Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$366K Buy
+1,152
New +$347K 0.19% 60
2024
Q4 		$321K Sell
889
-67
-7% -$21.6K 0.21% 57
2024
Q3 		$316K Buy
+956
New +$218K 0.18% 51

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Investment Solutions's TSLA Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Tesla (TSLA) in Q2 2025: 1,152 shares worth $366K. The stake represents 0.19% of the portfolio and ranks #60 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in TSLA as recently as Q4 2024.

Legacy Investment Solutions first reported a position in TSLA in Q3 2024 and has held it in 3 quarters since. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Legacy Investment Solutions held 1,152 shares of Tesla worth $366K as of Q2 2025.
  • Tesla was a new Legacy Investment Solutions position in Q2 2025.
  • Tesla made up 0.19% of Legacy Investment Solutions's portfolio in Q2 2025, its #60 holding.
  • Legacy Investment Solutions first reported a position in Tesla in Q3 2024 and has held it in 3 quarters since.
  • 3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.