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Safe Harbor Fiduciary’s Tesla TSLA Stock Holding History

Safe Harbor Fiduciary’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 		$215K Buy
+511
New +$203K 0.17% 58
2026
Q1 		– Sell
-169
Closed -$76K – 190
2025
Q4 		$76K Buy
+169
New +$74.9K 0.07% 84
2025
Q2 		$53.7K Sell
169
-8
-5% -$2.41K 0.05% 110
2025
Q1 		$45.9K Buy
177
+8
+5% +$2.67K 0.05% 103
2024
Q4 		$68.2K Buy
169
+152
+894% +$48.9K 0.07% 98
2024
Q3 		$4.45K Buy
+17
New +$3.88K ﹤0.01% 154

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

Safe Harbor Fiduciary's TSLA Position: Q2 2026 in Review

Safe Harbor Fiduciary opened a new position in Tesla (TSLA) in Q2 2026: 511 shares worth $215K. The stake represents 0.17% of the portfolio and ranks #58 among its holdings. This is a return to the name: Safe Harbor Fiduciary previously reported a position in TSLA as recently as Q4 2025.

Safe Harbor Fiduciary first reported a position in TSLA in Q3 2024 and has held it in 6 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Safe Harbor Fiduciary held 511 shares of Tesla worth $215K as of Q2 2026.
  • Tesla was a new Safe Harbor Fiduciary position in Q2 2026.
  • Tesla made up 0.17% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #58 holding.
  • Safe Harbor Fiduciary first reported a position in Tesla in Q3 2024 and has held it in 6 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.