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PKS Advisory Services’s Tesla TSLA Stock Holding History

PKS Advisory Services’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 		$1.52M Buy
3,622
+351
+11% +$140K 0.24% 85
2026
Q1 		$915K Buy
3,271
+954
+41% +$393K 0.21% 101
2025
Q4 		$1.04M Sell
2,317
-342
-13% -$152K 0.24% 87
2025
Q3 		$1.18M Sell
2,659
-50
-2% -$17.3K 0.25% 75
2025
Q2 		$852K Sell
2,709
-36
-1% -$10.8K 0.21% 99
2025
Q1 		$718K Buy
2,745
+875
+47% +$292K 0.2% 107
2024
Q4 		$755K Buy
+1,870
New +$602K 0.19% 100

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

PKS Advisory Services's TSLA Position: Q2 2026 in Review

PKS Advisory Services increased its Tesla (TSLA) stake by 11% in Q2 2026, buying an estimated $140K and bringing the position to 3,622 shares worth $1.52M. The position accounts for 0.24% of the portfolio, ranked #85.

PKS Advisory Services first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • PKS Advisory Services held 3,622 shares of Tesla worth $1.52M as of Q2 2026.
  • PKS Advisory Services bought 351 Tesla shares in Q2 2026, an estimated $140K.
  • Tesla made up 0.24% of PKS Advisory Services's portfolio in Q2 2026, its #85 holding.
  • PKS Advisory Services first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.