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Sage Capital Advisors’s Tesla TSLA Stock Holding History

Sage Capital 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 		$495K Buy
1,177
+47
+4% +$18.7K 0.1% 106
2026
Q1 		$420K Buy
1,130
+43
+4% +$17.7K 0.1% 105
2025
Q4 		$489K Sell
1,087
-44
-4% -$19.5K 0.12% 93
2025
Q3 		$503K Sell
1,131
-38
-3% -$13.2K 0.12% 92
2025
Q2 		$371K Buy
1,169
+143
+14% +$43.1K 0.09% 109
2025
Q1 		$266K Buy
1,026
+155
+18% +$51.7K 0.07% 124
2024
Q4 		$352K Buy
871
+45
+5% +$14.5K 0.09% 113
2024
Q3 		$216K Buy
+826
New +$188K 0.06% 133
2024
Q2 		– Sell
-1,518
Closed -$267K – 141
2024
Q1 		$267K Buy
1,518
+112
+8% +$21.9K 0.08% 121
2023
Q4 		$349K Buy
1,406
+177
+14% +$42.1K 0.11% 100
2023
Q3 		$308K Buy
1,229
+60
+5% +$15.4K 0.11% 103
2023
Q2 		$306K Sell
1,169
-7
-0.6% -$1.4K 0.11% 101
2023
Q1 		$244K Buy
+1,176
New +$205K 0.09% 117
2022
Q4 		– Sell
-915
Closed -$243K – 132
2022
Q3 		$243K Hold
915
– – 0.12% 106
2022
Q2 		$205K Hold
915
– – 0.1% 99
2022
Q1 		$313K Hold
915
– – 0.13% 84
2021
Q4 		$304K Hold
915
– – 0.12% 85
2021
Q3 		$237K Hold
915
– – 0.1% 100
2021
Q2 		$200K Hold
915
– – 0.08% 104
2021
Q1 		$204K Sell
915
-267
-23% -$67K 0.09% 99
2020
Q4 		$335K Sell
1,182
-330
-22% -$56.3K 0.17% 82
2020
Q3 		$216K Buy
+1,512
New +$179K 0.13% 91

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

Sage Capital Advisors's TSLA Position: Q2 2026 in Review

Sage Capital Advisors increased its Tesla (TSLA) stake by 4.2% in Q2 2026, buying an estimated $18.7K and bringing the position to 1,177 shares worth $495K. The position accounts for 0.1% of the portfolio, ranked #106.

Sage Capital Advisors first reported a position in TSLA in Q3 2020 and has held it in 22 quarters since. The position peaked at $503K in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sage Capital Advisors held 1,177 shares of Tesla worth $495K as of Q2 2026.
  • Sage Capital Advisors bought 47 Tesla shares in Q2 2026, an estimated $18.7K.
  • Tesla made up 0.1% of Sage Capital Advisors's portfolio in Q2 2026, its #106 holding.
  • Sage Capital Advisors first reported a position in Tesla in Q3 2020 and has held it in 22 quarters since.
  • Sage Capital Advisors's Tesla position peaked at $503K in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.