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Legacy Private Trust’s Tesla TSLA Stock Holding History

Legacy Private Trust’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 		$6.99M Sell
16,625
-14
-0.1% -$5.57K 0.39% 56
2026
Q1 		$6.19M Sell
16,639
-153
-0.9% -$63K 0.38% 57
2025
Q4 		$7.55M Buy
16,792
+1,418
+9% +$629K 0.44% 45
2025
Q3 		$6.84M Buy
15,374
+3,160
+26% +$1.1M 0.41% 54
2025
Q2 		$3.88M Buy
12,214
+5,737
+89% +$1.73M 0.25% 75
2025
Q1 		$1.68M Buy
6,477
+610
+10% +$203K 0.12% 127
2024
Q4 		$2.37M Sell
5,867
-117
-2% -$37.6K 0.16% 110
2024
Q3 		$1.57M Sell
5,984
-1,435
-19% -$327K 0.11% 132
2024
Q2 		$1.47M Sell
7,419
-3,870
-34% -$676K 0.1% 129
2024
Q1 		$1.98M Sell
11,289
-4,204
-27% -$821K 0.15% 116
2023
Q4 		$3.85M Sell
15,493
-1,552
-9% -$369K 0.31% 74
2023
Q3 		$4.26M Sell
17,045
-2,629
-13% -$675K 0.37% 68
2023
Q2 		$5.15M Buy
19,674
+3,110
+19% +$622K 0.43% 61
2023
Q1 		$3.44M Sell
16,564
-1,916
-10% -$334K 0.29% 83
2022
Q4 		$2.28M Buy
18,480
+7,371
+66% +$1.4M 0.21% 98
2022
Q3 		$2.95M Buy
11,109
+7,047
+173% +$1.97M 0.28% 87
2022
Q2 		$912K Buy
+4,062
New +$1.11M 0.08% 134

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 Private Trust's TSLA Position: Q2 2026 in Review

Legacy Private Trust reduced its Tesla (TSLA) stake by 0.08% in Q2 2026, selling an estimated $5.57K and leaving 16,625 shares worth $6.99M. The position accounts for 0.39% of the portfolio, ranked #56.

Legacy Private Trust first reported a position in TSLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.55M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Legacy Private Trust held 16,625 shares of Tesla worth $6.99M as of Q2 2026.
  • Legacy Private Trust sold 14 Tesla shares in Q2 2026, an estimated $5.57K.
  • Tesla made up 0.39% of Legacy Private Trust's portfolio in Q2 2026, its #56 holding.
  • Legacy Private Trust first reported a position in Tesla in Q2 2022 and has held it in 17 quarters since.
  • Legacy Private Trust's Tesla position peaked at $7.55M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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