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Phoenix Financial’s Tesla TSLA Stock Holding History

Phoenix Financial’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
2023
Q4 		– Sell
-3,700
Closed -$926K – 387
2023
Q3 		$926K Buy
+3,700
New +$950K 0.02% 232

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

Phoenix Financial's TSLA Position: Q2 2026 in Review

Phoenix Financial increased its Tesla (TSLA) stake by 9.6% in Q2 2026, buying an estimated $2.13M and bringing the position to 60,885 shares worth $25.6M. The position accounts for 0.17% of the portfolio, ranked #77.

Phoenix Financial first reported a position in TSLA in Q3 2020 and has held it in 20 quarters since. The position peaked at $29.1M in Q4 2025. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Phoenix Financial held 60,885 shares of Tesla worth $25.6M as of Q2 2026.
  • Phoenix Financial bought 5,348 Tesla shares in Q2 2026, an estimated $2.13M.
  • Tesla made up 0.17% of Phoenix Financial's portfolio in Q2 2026, its #77 holding.
  • Phoenix Financial first reported a position in Tesla in Q3 2020 and has held it in 20 quarters since.
  • Phoenix Financial's Tesla position peaked at $29.1M in Q4 2025.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.