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Poinciana Advisors Group’s Tesla TSLA Stock Holding History

Poinciana Advisors Group’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 		$306K Sell
728
-42
-5% -$16.7K 0.23% 71
2026
Q1 		$286K Buy
770
+25
+3% +$10.3K 0.23% 79
2025
Q4 		$335K Sell
745
-81
-10% -$35.9K 0.26% 66
2025
Q3 		$368K Buy
826
+35
+4% +$12.1K 0.31% 54
2025
Q2 		$251K Buy
+791
New +$238K 0.23% 92
2025
Q1 		– Sell
-530
Closed -$214K – 127
2024
Q4 		$214K Buy
+530
New +$171K 0.22% 87

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Poinciana Advisors Group's TSLA Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Tesla (TSLA) stake by 5.5% in Q2 2026, selling an estimated $16.7K and leaving 728 shares worth $306K. The position accounts for 0.23% of the portfolio, ranked #71.

Poinciana Advisors Group first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $368K in Q3 2025. 2,843 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Poinciana Advisors Group held 728 shares of Tesla worth $306K as of Q2 2026.
  • Poinciana Advisors Group sold 42 Tesla shares in Q2 2026, an estimated $16.7K.
  • Tesla made up 0.23% of Poinciana Advisors Group's portfolio in Q2 2026, its #71 holding.
  • Poinciana Advisors Group first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Poinciana Advisors Group's Tesla position peaked at $368K in Q3 2025.
  • 2,843 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.