Perennial Advisors’s Tesla TSLA Stock Holding History

Perennial 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	$418K	Buy	995 +20	+2%	+$7.95K	0.06%	104
2026 Q1	$362K	Hold	975	–	–	0.06%	97
2025 Q4	$438K	Hold	975	–	–	0.07%	89
2025 Q3	$434K	Buy	975 +114	+13%	+$39.5K	0.08%	91
2025 Q2	$274K	Hold	861	–	–	0.05%	104
2025 Q1	$223K	Buy	+861	New	+$287K	0.04%	108
2021 Q3	–	Sell	-309	Closed	-$70K	–	256
2021 Q2	$70K	Hold	309	–	–	0.02%	132
2021 Q1	$69K	Sell	309 -66	-18%	-$16.6K	0.02%	131
2020 Q4	$88K	Buy	+375	New	+$64K	0.03%	108
2020 Q3	–	Sell	-840	Closed	-$60K	–	193
2020 Q2	$60K	Buy	+840	New	+$45.4K	0.03%	121
2019 Q1	–	Sell	-1,185	Closed	-$26K	–	173
2018 Q4	$26K	Hold	1,185	–	–	0.02%	121
2018 Q3	$21K	Sell	1,185 -1,395	-54%	-$29.1K	0.01%	141
2018 Q2	$59K	Sell	2,580 -750	-23%	-$15.2K	0.04%	101
2018 Q1	$59K	Sell	3,330 -390	-10%	-$8.58K	0.04%	98
2017 Q4	$77K	Buy	3,720 +1,725	+86%	+$37.5K	0.05%	97
2017 Q3	$45K	Sell	1,995 -150	-7%	-$3.46K	0.03%	102
2017 Q2	$52K	Sell	2,145 -240	-10%	-$5.28K	0.04%	97
2017 Q1	$44K	Hold	2,385	–	–	0.03%	99
2016 Q4	$34K	Buy	+2,385	New	+$31.3K	0.03%	103

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Perennial Advisors's TSLA Position: Q2 2026 in Review

Perennial Advisors increased its Tesla (TSLA) stake by 2.1% in Q2 2026, buying an estimated $7.95K and bringing the position to 995 shares worth $418K. The position accounts for 0.06% of the portfolio, ranked #104.

Perennial Advisors first reported a position in TSLA in Q4 2016 and has held it in 19 quarters since. The position peaked at $438K in Q4 2025. 1,145 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Perennial Advisors held 995 shares of Tesla worth $418K as of Q2 2026.
Perennial Advisors bought 20 Tesla shares in Q2 2026, an estimated $7.95K.
Tesla made up 0.06% of Perennial Advisors's portfolio in Q2 2026, its #104 holding.
Perennial Advisors first reported a position in Tesla in Q4 2016 and has held it in 19 quarters since.
Perennial Advisors's Tesla position peaked at $438K in Q4 2025.
1,145 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.