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Safeguard Investment Advisory Group’s Tesla TSLA Stock Holding History

Safeguard Investment Advisory Group’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 		$2.21M Buy
5,265
+231
+5% +$91.9K 0.51% 26
2026
Q1 		$1.87M Sell
5,034
-1,203
-19% -$496K 0.52% 22
2025
Q4 		$2.8M Buy
6,237
+189
+3% +$83.8K 0.72% 18
2025
Q3 		$2.69M Sell
6,048
-558
-8% -$194K 0.67% 19
2025
Q2 		$2.1M Sell
6,606
-316
-5% -$95.2K 0.52% 21
2025
Q1 		$1.79M Buy
6,922
+1,038
+18% +$346K 0.49% 22
2024
Q4 		$2.38M Buy
5,884
+374
+7% +$120K 0.65% 17
2024
Q3 		$1.44M Sell
5,510
-975
-15% -$222K 0.41% 25
2024
Q2 		$1.28M Buy
6,485
+156
+2% +$27.3K 0.4% 28
2024
Q1 		$1.11M Buy
6,329
+1,375
+28% +$269K 0.38% 28
2023
Q4 		$1.23M Sell
4,954
-15
-0.3% -$3.56K 0.46% 27
2023
Q3 		$1.24M Buy
4,969
+168
+3% +$43.2K 0.54% 26
2023
Q2 		$1.26M Buy
4,801
+691
+17% +$138K 0.54% 28
2023
Q1 		$853K Buy
4,110
+708
+21% +$124K 0.41% 36
2022
Q4 		$419K Sell
3,402
-112
-3% -$21.2K 0.26% 55
2022
Q3 		$932K Buy
3,514
+646
+23% +$180K 0.64% 33
2022
Q2 		$1.03M Hold
2,868
– – 0.63% 33
2022
Q1 		$1.03M Buy
2,868
+606
+27% +$189K 0.7% 28
2021
Q4 		$796K Buy
2,262
+561
+33% +$188K 0.46% 38
2021
Q3 		$439K Sell
1,701
-69
-4% -$16.2K 0.28% 53
2021
Q2 		$401K Buy
1,770
+45
+3% +$9.77K 0.29% 57
2021
Q1 		$384K Buy
1,725
+621
+56% +$156K 0.34% 52
2020
Q4 		$259K Buy
+1,104
New +$188K 0.23% 67

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

Safeguard Investment Advisory Group's TSLA Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Tesla (TSLA) stake by 4.6% in Q2 2026, buying an estimated $91.9K and bringing the position to 5,265 shares worth $2.21M. The position accounts for 0.51% of the portfolio, ranked #26.

Safeguard Investment Advisory Group first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.8M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Safeguard Investment Advisory Group held 5,265 shares of Tesla worth $2.21M as of Q2 2026.
  • Safeguard Investment Advisory Group bought 231 Tesla shares in Q2 2026, an estimated $91.9K.
  • Tesla made up 0.51% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Safeguard Investment Advisory Group first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's Tesla position peaked at $2.8M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.