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Perryman Financial Advisory’s Tesla TSLA Stock Holding History

Perryman Financial Advisory’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 		$1.68M Buy
3,984
+2,083
+110% +$828K 0.22% 80
2026
Q1 		$707K Buy
1,901
+654
+52% +$269K 0.11% 108
2025
Q4 		$561K Buy
+1,247
New +$553K 0.08% 117

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

Perryman Financial Advisory's TSLA Position: Q2 2026 in Review

Perryman Financial Advisory increased its Tesla (TSLA) stake by 110% in Q2 2026, buying an estimated $828K and bringing the position to 3,984 shares worth $1.68M. The position accounts for 0.22% of the portfolio, ranked #80.

Perryman Financial Advisory first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,277 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Perryman Financial Advisory held 3,984 shares of Tesla worth $1.68M as of Q2 2026.
  • Perryman Financial Advisory bought 2,083 Tesla shares in Q2 2026, an estimated $828K.
  • Tesla made up 0.22% of Perryman Financial Advisory's portfolio in Q2 2026, its #80 holding.
  • Perryman Financial Advisory first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • 4,277 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.