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ProVise Management Group’s Tesla TSLA Stock Holding History

ProVise Management 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 		$2.63M Sell
6,248
-19
-0.3% -$7.56K 0.18% 101
2026
Q1 		$2.33M Sell
6,267
-28
-0.4% -$11.5K 0.17% 98
2025
Q4 		$2.83M Buy
6,295
+860
+16% +$381K 0.2% 91
2025
Q3 		$2.42M Sell
5,435
-33
-0.6% -$11.4K 0.18% 97
2025
Q2 		$1.74M Buy
5,468
+226
+4% +$68.1K 0.14% 105
2025
Q1 		$1.36M Buy
5,242
+170
+3% +$56.7K 0.12% 117
2024
Q4 		$2.05M Sell
5,072
-243
-5% -$78.2K 0.18% 101
2024
Q3 		$1.39M Buy
5,315
+125
+2% +$28.5K 0.11% 136
2024
Q2 		$1.03M Buy
5,190
+588
+13% +$103K 0.09% 146
2024
Q1 		$809K Buy
4,602
+26
+0.6% +$5.08K 0.07% 159
2023
Q4 		$1.14M Sell
4,576
-4
-0.1% -$951 0.1% 165
2023
Q3 		$1.15M Buy
4,580
+78
+2% +$20K 0.11% 161
2023
Q2 		$1.18M Buy
4,502
+120
+3% +$24K 0.11% 160
2023
Q1 		$909K Buy
4,382
+854
+24% +$149K 0.09% 175
2022
Q4 		$435K Sell
3,528
-717
-17% -$136K 0.04% 222
2022
Q3 		$1.13M Buy
4,245
+150
+4% +$41.9K 0.13% 147
2022
Q2 		$919K Buy
4,095
+63
+2% +$17.2K 0.1% 160
2022
Q1 		$1.45M Buy
4,032
+183
+5% +$57K 0.14% 143
2021
Q4 		$1.36M Buy
3,849
+774
+25% +$260K 0.12% 153
2021
Q3 		$795K Sell
3,075
-1,044
-25% -$246K 0.08% 193
2021
Q2 		$933K Sell
4,119
-114
-3% -$24.7K 0.1% 177
2021
Q1 		$942K Sell
4,233
-471
-10% -$118K 0.1% 166
2020
Q4 		$1.11M Sell
4,704
-102
-2% -$17.4K 0.13% 144
2020
Q3 		$687K Sell
4,806
-114
-2% -$13.5K 0.09% 175
2020
Q2 		$354K Buy
+4,920
New +$266K 0.05% 212
2017
Q4 		– Sell
-18,255
Closed -$415K – 331
2017
Q3 		$415K Buy
+18,255
New +$421K 0.06% 224

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

ProVise Management Group's TSLA Position: Q2 2026 in Review

ProVise Management Group reduced its Tesla (TSLA) stake by 0.3% in Q2 2026, selling an estimated $7.56K and leaving 6,248 shares worth $2.63M. The position accounts for 0.18% of the portfolio, ranked #101.

ProVise Management Group first reported a position in TSLA in Q3 2017 and has held it in 26 quarters since. The position peaked at $2.83M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • ProVise Management Group held 6,248 shares of Tesla worth $2.63M as of Q2 2026.
  • ProVise Management Group sold 19 Tesla shares in Q2 2026, an estimated $7.56K.
  • Tesla made up 0.18% of ProVise Management Group's portfolio in Q2 2026, its #101 holding.
  • ProVise Management Group first reported a position in Tesla in Q3 2017 and has held it in 26 quarters since.
  • ProVise Management Group's Tesla position peaked at $2.83M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.