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Regal Investment Advisors’s Tesla TSLA Stock Holding History

Regal Investment 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
2019
Q2 		– Sell
-7,500
Closed -$140K – 372
2019
Q1 		$140K Buy
+7,500
New +$151K 0.03% 305

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

Regal Investment Advisors's TSLA Position: Q2 2026 in Review

Regal Investment Advisors reduced its Tesla (TSLA) stake by 3.2% in Q2 2026, selling an estimated $74.4K and leaving 5,726 shares worth $2.41M. The position accounts for 0.13% of the portfolio, ranked #191.

Regal Investment Advisors first reported a position in TSLA in Q2 2013 and has held it in 34 quarters since. The position peaked at $2.59M in Q4 2025. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Regal Investment Advisors held 5,726 shares of Tesla worth $2.41M as of Q2 2026.
  • Regal Investment Advisors sold 187 Tesla shares in Q2 2026, an estimated $74.4K.
  • Tesla made up 0.13% of Regal Investment Advisors's portfolio in Q2 2026, its #191 holding.
  • Regal Investment Advisors first reported a position in Tesla in Q2 2013 and has held it in 34 quarters since.
  • Regal Investment Advisors's Tesla position peaked at $2.59M in Q4 2025.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.