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Legacy Trust’s Tesla TSLA Stock Holding History

Legacy 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 		$287K Buy
682
+151
+28% +$60.1K 0.05% 177
2026
Q1 		$197K Hold
531
– – 0.04% 200
2025
Q4 		$239K Buy
531
+6
+1% +$2.66K 0.04% 181
2025
Q3 		$233K Sell
525
-153
-23% -$53.1K 0.05% 178
2025
Q2 		$215K Sell
678
-26
-4% -$7.83K 0.05% 138
2025
Q1 		$182K Sell
704
-42
-6% -$14K 0.04% 156
2024
Q4 		$301K Sell
746
-97
-12% -$31.2K 0.07% 132
2024
Q3 		$221K Buy
+843
New +$192K 0.05% 151
2024
Q1 		– Sell
-973
Closed -$242K – 159
2023
Q4 		$242K Buy
973
+2
+0.2% +$475 0.06% 145
2023
Q3 		$243K Buy
971
+66
+7% +$17K 0.07% 143
2023
Q2 		$237K Buy
+905
New +$181K 0.07% 148

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 Trust's TSLA Position: Q2 2026 in Review

Legacy Trust increased its Tesla (TSLA) stake by 28% in Q2 2026, buying an estimated $60.1K and bringing the position to 682 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #177.

Legacy Trust first reported a position in TSLA in Q2 2023 and has held it in 11 quarters since. The position peaked at $301K in Q4 2024. 4,310 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Legacy Trust held 682 shares of Tesla worth $287K as of Q2 2026.
  • Legacy Trust bought 151 Tesla shares in Q2 2026, an estimated $60.1K.
  • Tesla made up 0.05% of Legacy Trust's portfolio in Q2 2026, its #177 holding.
  • Legacy Trust first reported a position in Tesla in Q2 2023 and has held it in 11 quarters since.
  • Legacy Trust's Tesla position peaked at $301K in Q4 2024.
  • 4,310 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.