IAGL
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Innovative Advisory Group, LLC’s Tesla TSLA Stock Holding History

Innovative Advisory Group, LLC’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 		$867K Sell
2,061
-18
-0.9% -$7.16K 0.66% 16
2026
Q1 		$773K Buy
2,079
+15
+0.7% +$6.18K 0.63% 20
2025
Q4 		$928K Hold
2,064
– – 0.59% 25
2025
Q3 		$918K Hold
2,064
– – 0.56% 24
2025
Q2 		$656K Hold
2,064
– – 0.55% 20
2025
Q1 		$535K Sell
2,064
-80
-4% -$26.7K 0.51% 21
2024
Q4 		$866K Buy
+2,144
New +$690K 0.75% 19

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

Innovative Advisory Group, LLC's TSLA Position: Q2 2026 in Review

Innovative Advisory Group, LLC reduced its Tesla (TSLA) stake by 0.87% in Q2 2026, selling an estimated $7.16K and leaving 2,061 shares worth $867K. The position accounts for 0.66% of the portfolio, ranked #16.

Innovative Advisory Group, LLC first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $928K in Q4 2025. 4,315 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Innovative Advisory Group, LLC held 2,061 shares of Tesla worth $867K as of Q2 2026.
  • Innovative Advisory Group, LLC sold 18 Tesla shares in Q2 2026, an estimated $7.16K.
  • Tesla made up 0.66% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #16 holding.
  • Innovative Advisory Group, LLC first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Innovative Advisory Group, LLC's Tesla position peaked at $928K in Q4 2025.
  • 4,315 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.