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Portland Financial Advisors’s Tesla TSLA Stock Holding History

Portland Financial Advisors’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 		$204K Buy
+486
New +$193K 0.37% 88
2026
Q1 		– Sell
-486
Closed -$219K – 82
2025
Q4 		$219K Hold
486
– – 0.46% 68
2025
Q3 		$216K Buy
+486
New +$169K 0.46% 68

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

Portland Financial Advisors's TSLA Position: Q2 2026 in Review

Portland Financial Advisors opened a new position in Tesla (TSLA) in Q2 2026: 486 shares worth $204K. The stake represents 0.37% of the portfolio and ranks #88 among its holdings. This is a return to the name: Portland Financial Advisors previously reported a position in TSLA as recently as Q4 2025.

Portland Financial Advisors first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Portland Financial Advisors held 486 shares of Tesla worth $204K as of Q2 2026.
  • Tesla was a new Portland Financial Advisors position in Q2 2026.
  • Tesla made up 0.37% of Portland Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • Portland Financial Advisors first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • Portland Financial Advisors's Tesla position peaked at $219K in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.