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Morling Financial Advisors’s Tesla TSLA Stock Holding History

Morling Financial Advisors’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 		$3.53M Sell
8,381
-5
-0.1% -$1.99K 0.98% 16
2026
Q1 		$3.12M Sell
8,386
-10
-0.1% -$4.12K 0.96% 16
2025
Q4 		$3.78M Sell
8,396
-185
-2% -$82K 1.19% 15
2025
Q3 		$3.82M Sell
8,581
-4,727
-36% -$1.64M 1.26% 15
2025
Q2 		$4.23M Buy
13,308
+11,705
+730% +$3.53M 1.38% 15
2025
Q1 		$415K Buy
1,603
+762
+91% +$254K 0.14% 51
2024
Q4 		$340K Sell
841
-222
-21% -$71.4K 0.12% 56
2024
Q3 		$278K Sell
1,063
-96
-8% -$21.9K 0.11% 58
2024
Q2 		$229K Sell
1,159
-111
-9% -$19.4K 0.1% 54
2024
Q1 		$223K Sell
1,270
-774
-38% -$151K 0.13% 62
2023
Q4 		$508K Buy
2,044
+158
+8% +$37.5K 0.41% 33
2023
Q3 		$472K Buy
1,886
+67
+4% +$17.2K 0.47% 33
2023
Q2 		$476K Buy
1,819
+485
+36% +$97K 0.46% 34
2023
Q1 		$277K Buy
1,334
+26
+2% +$4.54K 0.3% 41
2022
Q4 		$161K Buy
1,308
+195
+18% +$36.9K 0.21% 54
2022
Q3 		$295K Hold
1,113
– – 0.4% 36
2022
Q2 		$250K Buy
1,113
+75
+7% +$20.5K 0.33% 42
2022
Q1 		$373K Sell
1,038
-150
-13% -$46.7K 0.47% 32
2021
Q4 		$418K Buy
+1,188
New +$398K 0.4% 28

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

Morling Financial Advisors's TSLA Position: Q2 2026 in Review

Morling Financial Advisors reduced its Tesla (TSLA) stake by 0.06% in Q2 2026, selling an estimated $1.99K and leaving 8,381 shares worth $3.53M. The position accounts for 0.98% of the portfolio, ranked #16.

Morling Financial Advisors first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.23M in Q2 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Morling Financial Advisors held 8,381 shares of Tesla worth $3.53M as of Q2 2026.
  • Morling Financial Advisors sold 5 Tesla shares in Q2 2026, an estimated $1.99K.
  • Tesla made up 0.98% of Morling Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Morling Financial Advisors first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Morling Financial Advisors's Tesla position peaked at $4.23M in Q2 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.