SAG
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SageView Advisory Group’s Tesla TSLA Stock Holding History

SageView 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 		$6.55M Sell
15,581
-251
-2% -$99.8K 0.21% 61
2026
Q1 		$5.89M Sell
15,832
-373
-2% -$154K 0.22% 58
2025
Q4 		$7.29M Buy
16,205
+1,003
+7% +$445K 0.25% 52
2025
Q3 		$6.76M Buy
15,202
+492
+3% +$171K 0.23% 54
2025
Q2 		$4.79M Buy
14,710
+712
+5% +$215K 0.18% 60
2025
Q1 		$3.63M Sell
13,998
-686
-5% -$229K 0.15% 74
2024
Q4 		$5.93M Sell
14,684
-263
-2% -$84.6K 0.26% 50
2024
Q3 		$3.91M Buy
14,947
+667
+5% +$152K 0.2% 68
2024
Q2 		$2.83M Buy
+14,280
New +$2.5M 0.13% 98
2024
Q1 		– Sell
-19,170
Closed -$3.67M – 797
2023
Q4 		$3.67M Buy
19,170
+9,271
+94% +$2.2M 0.16% 81
2023
Q3 		$2.48M Buy
9,899
+2,754
+39% +$707K 0.14% 98
2023
Q2 		$1.87M Buy
7,145
+3,167
+80% +$633K 0.1% 121
2023
Q1 		$825K Buy
3,978
+1,044
+36% +$182K 0.05% 236
2022
Q4 		$361K Buy
+2,934
New +$556K 0.03% 296

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

SageView Advisory Group's TSLA Position: Q2 2026 in Review

SageView Advisory Group reduced its Tesla (TSLA) stake by 1.6% in Q2 2026, selling an estimated $99.8K and leaving 15,581 shares worth $6.55M. The position accounts for 0.21% of the portfolio, ranked #61.

SageView Advisory Group first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.29M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • SageView Advisory Group held 15,581 shares of Tesla worth $6.55M as of Q2 2026.
  • SageView Advisory Group sold 251 Tesla shares in Q2 2026, an estimated $99.8K.
  • Tesla made up 0.21% of SageView Advisory Group's portfolio in Q2 2026, its #61 holding.
  • SageView Advisory Group first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Tesla position peaked at $7.29M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.