Leverty Financial Group’s Tesla TSLA Stock Holding History

Leverty Financial Group’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	$632K	Hold	1,502	–	–	0.12%	24
2026 Q1	$558K	Buy	1,502 +5	+0.3%	+$2.06K	0.12%	22
2025 Q4	$673K	Buy	1,497 +439	+41%	+$195K	0.16%	21
2025 Q3	$471K	Buy	1,058 +352	+50%	+$122K	0.12%	24
2025 Q2	$224K	Buy	+706	New	+$213K	0.07%	38
2025 Q1	–	Sell	-650	Closed	-$262K	–	46
2024 Q4	$262K	Buy	+650	New	+$209K	0.13%	27
2024 Q1	–	Sell	-1,050	Closed	-$261K	–	36
2023 Q4	$261K	Buy	1,050 +200	+24%	+$47.5K	0.17%	25
2023 Q3	$213K	Buy	+850	New	+$218K	0.15%	27
2022 Q1	–	Sell	-300	Closed	-$105K	–	116
2021 Q4	$105K	Buy	+300	New	+$101K	0.08%	26

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Leverty Financial Group's TSLA Position: Q2 2026 in Review

Leverty Financial Group held its Tesla (TSLA) position steady in Q2 2026 at 1,502 shares worth $632K. The position accounts for 0.12% of the portfolio, ranked #24.

Leverty Financial Group first reported a position in TSLA in Q4 2021 and has held it in 9 quarters since. The position peaked at $673K in Q4 2025. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Leverty Financial Group held 1,502 shares of Tesla worth $632K as of Q2 2026.
Leverty Financial Group left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.12% of Leverty Financial Group's portfolio in Q2 2026, its #24 holding.
Leverty Financial Group first reported a position in Tesla in Q4 2021 and has held it in 9 quarters since.
Leverty Financial Group's Tesla position peaked at $673K in Q4 2025.
781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.