PFG
TSLA icon

Prosperity Financial Group’s Tesla TSLA Stock Holding History

Prosperity Financial 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 		$4M Buy
9,502
+242
+3% +$96.2K 1.24% 23
2026
Q1 		$3.44M Buy
9,260
+132
+1% +$54.4K 1.27% 23
2025
Q4 		$4.1M Buy
9,128
+1,475
+19% +$654K 1.48% 19
2025
Q3 		$3.4M Buy
7,653
+217
+3% +$75.3K 1.24% 26
2025
Q2 		$2.36M Buy
7,436
+1,150
+18% +$346K 1% 32
2025
Q1 		$1.63M Sell
6,286
-17
-0.3% -$5.67K 0.81% 38
2024
Q4 		$2.55M Buy
6,303
+2,198
+54% +$707K 1.27% 24
2024
Q3 		$1.07M Sell
4,105
-178
-4% -$40.6K 0.6% 45
2024
Q2 		$847K Sell
4,283
-346
-7% -$60.5K 0.53% 51
2024
Q1 		$814K Buy
4,629
+726
+19% +$142K 0.5% 50
2023
Q4 		$970K Buy
3,903
+282
+8% +$67K 0.67% 36
2023
Q3 		$906K Buy
3,621
+25
+0.7% +$6.42K 0.75% 33
2023
Q2 		$941K Sell
3,596
-227
-6% -$45.4K 0.83% 33
2023
Q1 		$793K Sell
3,823
-282
-7% -$49.2K 0.8% 36
2022
Q4 		$506K Buy
+4,105
New +$777K 0.55% 44

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

Prosperity Financial Group's TSLA Position: Q2 2026 in Review

Prosperity Financial Group increased its Tesla (TSLA) stake by 2.6% in Q2 2026, buying an estimated $96.2K and bringing the position to 9,502 shares worth $4M. The position accounts for 1.24% of the portfolio, ranked #23.

Prosperity Financial Group first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.1M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Prosperity Financial Group held 9,502 shares of Tesla worth $4M as of Q2 2026.
  • Prosperity Financial Group bought 242 Tesla shares in Q2 2026, an estimated $96.2K.
  • Tesla made up 1.24% of Prosperity Financial Group's portfolio in Q2 2026, its #23 holding.
  • Prosperity Financial Group first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Financial Group's Tesla position peaked at $4.1M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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