Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$233K Hold
555
0.18% 92
2026
Q1
$206K Sell
555
-1
-0.2% -$412 0.19% 90
2025
Q4
$250K Hold
556
0.22% 76
2025
Q3
$247K Buy
556
+15
+3% +$5.2K 0.23% 77
2025
Q2
$172K Buy
541
+99
+22% +$29.8K 0.17% 97
2025
Q1
$129K Buy
442
+2
+0.5% +$667 0.13% 106
2024
Q4
$152K Buy
+440
New +$142K 0.15% 102

Other funds holding TSLA

Roxbury Financial's TSLA Position: Q2 2026 in Review

Roxbury Financial held its Tesla (TSLA) position steady in Q2 2026 at 555 shares worth $233K. The position accounts for 0.18% of the portfolio, ranked #92.

Roxbury Financial first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q4 2025. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Roxbury Financial held 555 shares of Tesla worth $233K as of Q2 2026.
  • Roxbury Financial left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.18% of Roxbury Financial's portfolio in Q2 2026, its #92 holding.
  • Roxbury Financial first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Tesla position peaked at $250K in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.