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Quantum Financial Advisors’s Tesla TSLA Stock Holding History

Quantum 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 		$509K Sell
1,210
-130
-10% -$51.7K 0.05% 123
2026
Q1 		$498K Buy
1,340
+92
+7% +$37.9K 0.06% 105
2025
Q4 		$561K Buy
1,248
+4
+0.3% +$1.77K 0.06% 103
2025
Q3 		$553K Hold
1,244
– – 0.07% 90
2025
Q2 		$395K Hold
1,244
– – 0.05% 105
2025
Q1 		$322K Sell
1,244
-420
-25% -$140K 0.05% 115
2024
Q4 		$672K Sell
1,664
-49
-3% -$15.8K 0.1% 75
2024
Q3 		$448K Sell
1,713
-35
-2% -$7.98K 0.07% 97
2024
Q2 		$346K Buy
1,748
+6
+0.3% +$1.05K 0.06% 106
2024
Q1 		$306K Sell
1,742
-25
-1% -$4.88K 0.06% 113
2023
Q4 		$439K Sell
1,767
-91
-5% -$21.6K 0.11% 56
2023
Q3 		$465K Buy
1,858
+12
+0.7% +$3.08K 0.14% 57
2023
Q2 		$483K Sell
1,846
-162
-8% -$32.4K 0.14% 48
2023
Q1 		$417K Buy
2,008
+5
+0.2% +$872 0.13% 48
2022
Q4 		$247K Sell
2,003
-88
-4% -$16.7K 0.11% 68
2022
Q3 		$555K Buy
2,091
+153
+8% +$42.7K 0.25% 29
2022
Q2 		$571K Buy
+1,938
New +$529K 0.21% 32

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

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

Quantum Financial Advisors reduced its Tesla (TSLA) stake by 9.7% in Q2 2026, selling an estimated $51.7K and leaving 1,210 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #123.

Quantum Financial Advisors first reported a position in TSLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $672K in Q4 2024. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Quantum Financial Advisors held 1,210 shares of Tesla worth $509K as of Q2 2026.
  • Quantum Financial Advisors sold 130 Tesla shares in Q2 2026, an estimated $51.7K.
  • Tesla made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #123 holding.
  • Quantum Financial Advisors first reported a position in Tesla in Q2 2022 and has held it in 17 quarters since.
  • Quantum Financial Advisors's Tesla position peaked at $672K in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.