Lloyd Advisory Services’s Tesla TSLA Stock Holding History

Lloyd Advisory Services’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	$84.5K	Sell	201 -786	-80%	-$313K	0.03%	190
2026 Q1	$367K	Buy	987 +580	+143%	+$239K	0.11%	92
2025 Q4	$183K	Sell	407 -137	-25%	-$60.7K	0.07%	124
2025 Q3	$242K	Buy	+544	New	+$189K	0.11%	79
2025 Q1	–	Sell	-546	Closed	-$220K	–	117
2024 Q4	$220K	Buy	+546	New	+$176K	0.1%	92
2024 Q2	–	Sell	-9,765	Closed	-$1.72M	–	185
2024 Q1	$1.72M	Buy	9,765 +8,383	+607%	+$1.64M	0.37%	39
2023 Q4	$343K	Sell	1,382 -5,625	-80%	-$1.34M	0.16%	74
2023 Q3	$1.75M	Buy	+7,007	New	+$1.8M	0.58%	35
2022 Q2	–	Sell	-489	Closed	-$176K	–	514
2022 Q1	$176K	Buy	489 +393	+409%	+$122K	0.08%	107
2021 Q4	$34K	Buy	+96	New	+$32.2K	0.02%	248

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lloyd Advisory Services's TSLA Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Tesla (TSLA) stake by 80% in Q2 2026, selling an estimated $313K and leaving 201 shares worth $84.5K. The position accounts for 0.03% of the portfolio, ranked #190.

Lloyd Advisory Services first reported a position in TSLA in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.75M in Q3 2023. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Lloyd Advisory Services held 201 shares of Tesla worth $84.5K as of Q2 2026.
Lloyd Advisory Services sold 786 Tesla shares in Q2 2026, an estimated $313K.
Tesla made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #190 holding.
Lloyd Advisory Services first reported a position in Tesla in Q4 2021 and has held it in 10 quarters since.
Lloyd Advisory Services's Tesla position peaked at $1.75M in Q3 2023.
4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.