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Personal CFO Solutions’s Tesla TSLA Stock Holding History

Personal CFO Solutions’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 		$5.43M Buy
12,910
+696
+6% +$277K 0.78% 18
2026
Q1 		$4.54M Buy
12,214
+2,326
+24% +$958K 0.64% 28
2025
Q4 		$4.45M Buy
9,888
+44
+0.4% +$19.5K 0.71% 23
2025
Q3 		$4.38M Buy
9,844
+542
+6% +$188K 0.77% 20
2025
Q2 		$2.95M Sell
9,302
-3,084
-25% -$929K 0.55% 31
2025
Q1 		$3.21M Buy
12,386
+1,937
+19% +$646K 0.65% 23
2024
Q4 		$4.22M Sell
10,449
-6,811
-39% -$2.19M 0.83% 18
2024
Q3 		$4.52M Buy
17,260
+406
+2% +$92.6K 0.63% 31
2024
Q2 		$3.34M Sell
16,854
-2
-0% -$350 0.51% 41
2024
Q1 		$2.96M Sell
16,856
-261
-2% -$51K 0.46% 42
2023
Q4 		$4.25M Buy
17,117
+7,201
+73% +$1.71M 0.74% 26
2023
Q3 		$2.48M Buy
9,916
+815
+9% +$209K 0.49% 42
2023
Q2 		$2.38M Buy
9,101
+414
+5% +$82.8K 0.48% 38
2023
Q1 		$1.8M Buy
8,687
+398
+5% +$69.4K 0.37% 60
2022
Q4 		$1.02M Sell
8,289
-556
-6% -$105K 0.22% 89
2022
Q3 		$2.35M Buy
8,845
+883
+11% +$247K 0.59% 36
2022
Q2 		$1.79M Buy
7,962
+408
+5% +$111K 0.42% 49
2022
Q1 		$2.71M Buy
7,554
+111
+1% +$34.6K 0.54% 37
2021
Q4 		$2.62M Buy
7,443
+108
+1% +$36.2K 0.49% 40
2021
Q3 		$1.9M Buy
7,335
+234
+3% +$55.1K 0.39% 47
2021
Q2 		$1.61M Buy
7,101
+324
+5% +$70.3K 0.33% 56
2021
Q1 		$1.51M Sell
6,777
-2,436
-26% -$612K 0.33% 62
2020
Q4 		$2.17M Buy
9,213
+1,086
+13% +$185K 0.54% 43
2020
Q3 		$1M Buy
+8,127
New +$960K 0.33% 120

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

Personal CFO Solutions's TSLA Position: Q2 2026 in Review

Personal CFO Solutions increased its Tesla (TSLA) stake by 5.7% in Q2 2026, buying an estimated $277K and bringing the position to 12,910 shares worth $5.43M. The position accounts for 0.78% of the portfolio, ranked #18.

Personal CFO Solutions first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. 4,291 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Personal CFO Solutions held 12,910 shares of Tesla worth $5.43M as of Q2 2026.
  • Personal CFO Solutions bought 696 Tesla shares in Q2 2026, an estimated $277K.
  • Tesla made up 0.78% of Personal CFO Solutions's portfolio in Q2 2026, its #18 holding.
  • Personal CFO Solutions first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • 4,291 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.