Sequoia Financial Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-100
Closed -$44.5K 1992
2025
Q3
$44.5K Buy
+100
New +$34.7K ﹤0.01% 1720
2025
Q2
Hold
0
1352
2025
Q1
Hold
0
1283
2024
Q4
Hold
0
1048
2024
Q3
Hold
0
1037

Other funds holding TSLA

Sequoia Financial Advisors's TSLA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Tesla (TSLA) stake by 27% in Q2 2026, buying an estimated $12.4M and bringing the position to 144,986 shares worth $61M. The position accounts for 0.3% of the portfolio, ranked #62.

Sequoia Financial Advisors first reported a position in TSLA in Q2 2017 and has held it in 37 quarters since. 1,986 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sequoia Financial Advisors held 144,986 shares of Tesla worth $61M as of Q2 2026.
  • Sequoia Financial Advisors bought 31,090 Tesla shares in Q2 2026, an estimated $12.4M.
  • Tesla made up 0.3% of Sequoia Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Sequoia Financial Advisors first reported a position in Tesla in Q2 2017 and has held it in 37 quarters since.
  • 1,986 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.