LFS
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Lutz Financial Services’s Tesla TSLA Stock Holding History

Lutz Financial 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 		$237K Buy
+564
New +$224K 0.01% 104
2025
Q1 		– Sell
-581
Closed -$235K – 96
2024
Q4 		$235K Buy
+581
New +$187K 0.02% 87

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 $3.38T AUM 44.17% 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

Lutz Financial Services's TSLA Position: Q2 2026 in Review

Lutz Financial Services opened a new position in Tesla (TSLA) in Q2 2026: 564 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #104 among its holdings. This is a return to the name: Lutz Financial Services previously reported a position in TSLA as recently as Q4 2024.

Lutz Financial Services first reported a position in TSLA in Q4 2024 and has held it in 2 quarters since. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Lutz Financial Services held 564 shares of Tesla worth $237K as of Q2 2026.
  • Tesla was a new Lutz Financial Services position in Q2 2026.
  • Tesla made up 0.01% of Lutz Financial Services's portfolio in Q2 2026, its #104 holding.
  • Lutz Financial Services first reported a position in Tesla in Q4 2024 and has held it in 2 quarters since.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.