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Searcy Financial Services’s Tesla TSLA Stock Holding History

Searcy Financial Services’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 		$2M Sell
4,752
-1
-0% -$398 0.67% 16
2026
Q1 		$1.77M Sell
4,753
-8
-0.2% -$3.3K 0.66% 15
2025
Q4 		$2.14M Hold
4,761
– – 0.79% 15
2025
Q3 		$2.12M Buy
4,761
+31
+0.7% +$10.8K 0.8% 15
2025
Q2 		$1.5M Buy
4,730
+260
+6% +$78.3K 0.61% 15
2025
Q1 		$1.16M Buy
4,470
+13
+0.3% +$4.33K 0.5% 16
2024
Q4 		$1.8M Buy
4,457
+25
+0.6% +$8.04K 0.83% 14
2024
Q3 		$1.16M Buy
4,432
+19
+0.4% +$4.33K 0.54% 17
2024
Q2 		$873K Buy
4,413
+103
+2% +$18K 0.44% 17
2024
Q1 		$758K Hold
4,310
– – 0.39% 17
2023
Q4 		$1.07M Hold
4,310
– – 0.59% 15
2023
Q3 		$1.08M Buy
4,310
+457
+12% +$117K 0.65% 14
2023
Q2 		$1.01M Buy
3,853
+13
+0.3% +$2.6K 0.59% 15
2023
Q1 		$797K Buy
3,840
+5
+0.1% +$872 0.49% 16
2022
Q4 		$472K Buy
3,835
+77
+2% +$14.6K 0.27% 19
2022
Q3 		$997K Buy
3,758
+227
+6% +$63.4K 0.63% 15
2022
Q2 		$793K Buy
3,531
+12
+0.3% +$3.28K 0.49% 14
2022
Q1 		$1.26M Buy
3,519
+150
+4% +$46.7K 0.74% 15
2021
Q4 		$1.19M Sell
3,369
-45
-1% -$15.1K 0.53% 16
2021
Q3 		$882K Buy
3,414
+225
+7% +$53K 0.54% 16
2021
Q2 		$723K Sell
3,189
-54
-2% -$11.7K 0.44% 17
2021
Q1 		$722K Buy
3,243
+63
+2% +$15.8K 0.46% 16
2020
Q4 		$748K Buy
3,180
+1,248
+65% +$213K 0.45% 17
2020
Q3 		$276K Buy
+1,932
New +$228K 0.21% 17

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Searcy Financial Services's TSLA Position: Q2 2026 in Review

Searcy Financial Services reduced its Tesla (TSLA) stake by 0.02% in Q2 2026, selling an estimated $398 and leaving 4,752 shares worth $2M. The position accounts for 0.67% of the portfolio, ranked #16.

Searcy Financial Services first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.14M in Q4 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Searcy Financial Services held 4,752 shares of Tesla worth $2M as of Q2 2026.
  • Searcy Financial Services sold 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 0.67% of Searcy Financial Services's portfolio in Q2 2026, its #16 holding.
  • Searcy Financial Services first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Searcy Financial Services's Tesla position peaked at $2.14M in Q4 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.