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Perennial Investment Advisors’s Tesla TSLA Stock Holding History

Perennial 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
2026
Q2 		$39.5M Sell
93,847
-2,453
-3% -$976K 2.62% 9
2026
Q1 		$35.8M Sell
96,300
-3,637
-4% -$1.5M 2.85% 8
2025
Q4 		$44.9M Sell
99,937
-20,932
-17% -$9.28M 3.54% 6
2025
Q3 		$53.8M Buy
120,869
+92,617
+328% +$32.1M 4.43% 2
2025
Q2 		$8.97M Buy
28,252
+2,586
+10% +$779K 0.87% 25
2025
Q1 		$6.65M Buy
25,666
+3,538
+16% +$1.18M 0.75% 31
2024
Q4 		$8.94M Buy
22,128
+1,921
+10% +$618K 1.05% 24
2024
Q3 		$5.29M Buy
20,207
+3,423
+20% +$781K 0.68% 33
2024
Q2 		$3.32M Buy
16,784
+3,290
+24% +$575K 0.47% 45
2024
Q1 		$2.37M Sell
13,494
-4,104
-23% -$802K 0.36% 55
2023
Q4 		$4.35M Sell
17,598
-551
-3% -$131K 0.72% 34
2023
Q3 		$4.54M Sell
18,149
-231
-1% -$59.3K 0.82% 27
2023
Q2 		$4.81M Buy
18,380
+462
+3% +$92.4K 0.85% 23
2023
Q1 		$3.72M Buy
17,918
+2,852
+19% +$498K 0.69% 34
2022
Q4 		$1.86M Sell
15,066
-1,897
-11% -$359K 0.75% 32
2022
Q3 		$4.5M Sell
16,963
-4,193
-20% -$1.17M 2.04% 9
2022
Q2 		$4.75M Buy
21,156
+1,239
+6% +$338K 1.86% 12
2022
Q1 		$7.15M Buy
19,917
+1,284
+7% +$400K 2.26% 9
2021
Q4 		$6.56M Buy
18,633
+675
+4% +$226K 2.05% 10
2021
Q3 		$4.64M Sell
17,958
-237
-1% -$55.8K 1.64% 11
2021
Q2 		$4.12M Sell
18,195
-321
-2% -$69.7K 1.5% 10
2021
Q1 		$4.12M Buy
18,516
+843
+5% +$212K 1.63% 10
2020
Q4 		$4.16M Buy
17,673
+144
+0.8% +$24.6K 1.78% 9
2020
Q3 		$2.51M Buy
17,529
+8,649
+97% +$1.02M 1.26% 16
2020
Q2 		$639K Sell
8,880
-1,290
-13% -$69.8K 0.43% 54
2020
Q1 		$354K Sell
10,170
-2,100
-17% -$87.1K 0.31% 69
2019
Q4 		$342K Buy
+12,270
New +$266K 0.27% 88

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

Perennial Investment Advisors's TSLA Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Tesla (TSLA) stake by 2.5% in Q2 2026, selling an estimated $976K and leaving 93,847 shares worth $39.5M. The position accounts for 2.62% of the portfolio, ranked #9.

Perennial Investment Advisors first reported a position in TSLA in Q4 2019 and has held it in 27 quarters since. The position peaked at $53.8M in Q3 2025. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Perennial Investment Advisors held 93,847 shares of Tesla worth $39.5M as of Q2 2026.
  • Perennial Investment Advisors sold 2,453 Tesla shares in Q2 2026, an estimated $976K.
  • Tesla made up 2.62% of Perennial Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Perennial Investment Advisors first reported a position in Tesla in Q4 2019 and has held it in 27 quarters since.
  • Perennial Investment Advisors's Tesla position peaked at $53.8M in Q3 2025.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.