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Mount Yale Investment Advisors’s Tesla TSLA Stock Holding History

Mount Yale Investment 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
2024
Q4 		– Sell
-5,500
Closed -$4.65K – 616
2024
Q3 		$4.65K Hold
5,500
– – ﹤0.01% 540
2024
Q2 		$26.8K Buy
+5,500
New +$961K ﹤0.01% 533

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

Mount Yale Investment Advisors's TSLA Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Tesla (TSLA) stake by 8.2% in Q2 2026, buying an estimated $1.59M and bringing the position to 52,501 shares worth $22M. The position accounts for 0.41% of the portfolio, ranked #51.

Mount Yale Investment Advisors first reported a position in TSLA in Q2 2018 and has held it in 27 quarters since. 4,315 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Mount Yale Investment Advisors held 52,501 shares of Tesla worth $22M as of Q2 2026.
  • Mount Yale Investment Advisors bought 3,999 Tesla shares in Q2 2026, an estimated $1.59M.
  • Tesla made up 0.41% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Mount Yale Investment Advisors first reported a position in Tesla in Q2 2018 and has held it in 27 quarters since.
  • 4,315 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.