ROI Financial Advisors’s Tesla TSLA Stock Holding History

ROI 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	$1.65M	Sell	3,927 -46	-1%	-$18.3K	0.85%	29
2026 Q1	$1.48M	Sell	3,973 -97	-2%	-$40K	0.88%	28
2025 Q4	$1.83M	Sell	4,070 -4	-0.1%	-$1.77K	1.05%	24
2025 Q3	$1.81M	Sell	4,074 -174	-4%	-$60.4K	1.08%	25
2025 Q2	$1.35M	Sell	4,248 -77	-2%	-$23.2K	0.86%	28
2025 Q1	$1.12M	Buy	4,325 +65	+2%	+$21.7K	0.81%	30
2024 Q4	$1.72M	Sell	4,260 -79	-2%	-$25.4K	1.17%	21
2024 Q3	$1.14M	Buy	4,339 +202	+5%	+$46.1K	0.78%	32
2024 Q2	$819K	Buy	4,137 +48	+1%	+$8.39K	0.59%	35
2024 Q1	$719K	Sell	4,089 -81	-2%	-$15.8K	0.57%	38
2023 Q4	$1.04M	Buy	+4,170	New	+$991K	0.86%	32

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

ROI Financial Advisors reduced its Tesla (TSLA) stake by 1.2% in Q2 2026, selling an estimated $18.3K and leaving 3,927 shares worth $1.65M. The position accounts for 0.85% of the portfolio, ranked #29.

ROI Financial Advisors first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q4 2025. 4,303 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

ROI Financial Advisors held 3,927 shares of Tesla worth $1.65M as of Q2 2026.
ROI Financial Advisors sold 46 Tesla shares in Q2 2026, an estimated $18.3K.
Tesla made up 0.85% of ROI Financial Advisors's portfolio in Q2 2026, its #29 holding.
ROI Financial Advisors first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
ROI Financial Advisors's Tesla position peaked at $1.83M in Q4 2025.
4,303 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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