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SC&H Financial Advisors’s Tesla TSLA Stock Holding History

SC&H Financial 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 		$244K Buy
581
+20
+4% +$7.95K 0.03% 150
2026
Q1 		$209K Buy
561
+37
+7% +$15.2K 0.03% 154
2025
Q4 		$236K Buy
+524
New +$232K 0.04% 143
2022
Q1 		– Sell
-789
Closed -$278K – 159
2021
Q4 		$278K Buy
+789
New +$265K 0.15% 126

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

SC&H Financial Advisors's TSLA Position: Q2 2026 in Review

SC&H Financial Advisors increased its Tesla (TSLA) stake by 3.6% in Q2 2026, buying an estimated $7.95K and bringing the position to 581 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #150.

SC&H Financial Advisors first reported a position in TSLA in Q4 2021 and has held it in 4 quarters since. The position peaked at $278K in Q4 2021. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • SC&H Financial Advisors held 581 shares of Tesla worth $244K as of Q2 2026.
  • SC&H Financial Advisors bought 20 Tesla shares in Q2 2026, an estimated $7.95K.
  • Tesla made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • SC&H Financial Advisors first reported a position in Tesla in Q4 2021 and has held it in 4 quarters since.
  • SC&H Financial Advisors's Tesla position peaked at $278K in Q4 2021.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.