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Shepherd Financial Partners’s Tesla TSLA Stock Holding History

Shepherd Financial Partners’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 		$4.11M Buy
9,778
+81
+0.8% +$32.2K 0.34% 54
2026
Q1 		$3.6M Sell
9,697
-268
-3% -$110K 0.34% 56
2025
Q4 		$4.48M Buy
9,965
+1,939
+24% +$860K 0.42% 50
2025
Q3 		$3.57M Buy
8,026
+32
+0.4% +$11.1K 0.34% 61
2025
Q2 		$2.54M Sell
7,994
-726
-8% -$219K 0.27% 62
2025
Q1 		$2.26M Buy
8,720
+369
+4% +$123K 0.27% 67
2024
Q4 		$3.37M Buy
8,351
+91
+1% +$29.3K 0.4% 41
2024
Q3 		$2.16M Sell
8,260
-227
-3% -$51.8K 0.26% 63
2024
Q2 		$1.68M Buy
8,487
+4,795
+130% +$838K 0.22% 69
2024
Q1 		$649K Buy
3,692
+150
+4% +$29.3K 0.09% 130
2023
Q4 		$880K Hold
3,542
– – 0.13% 104
2023
Q3 		$886K Sell
3,542
-561
-14% -$144K 0.14% 93
2023
Q2 		$1.07M Buy
4,103
+15
+0.4% +$3K 0.17% 84
2023
Q1 		$848K Sell
4,088
-50
-1% -$8.72K 0.14% 97
2022
Q4 		$510K Sell
4,138
-3,530
-46% -$668K 0.09% 120
2022
Q3 		$2.03M Sell
7,668
-1,074
-12% -$300K 0.4% 49
2022
Q2 		$1.96M Sell
8,742
-90
-1% -$24.6K 0.38% 50
2022
Q1 		$3.17M Buy
8,832
+1,650
+23% +$514K 0.57% 31
2021
Q4 		$2.53M Sell
7,182
-75
-1% -$25.2K 0.44% 44
2021
Q3 		$1.88M Buy
7,257
+138
+2% +$32.5K 0.36% 54
2021
Q2 		$1.61M Buy
7,119
+51
+0.7% +$11.1K 0.31% 65
2021
Q1 		$1.57M Buy
7,068
+9
+0.1% +$2.26K 0.35% 64
2020
Q4 		$1.66M Buy
7,059
+3,804
+117% +$649K 0.38% 63
2020
Q3 		$465K Buy
+3,255
New +$384K 0.11% 96
2018
Q2 		– Sell
-13,140
Closed -$232K – 137
2018
Q1 		$232K Hold
13,140
– – 0.06% 105
2017
Q4 		$272K Buy
+13,140
New +$286K 0.06% 100

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

Shepherd Financial Partners's TSLA Position: Q2 2026 in Review

Shepherd Financial Partners increased its Tesla (TSLA) stake by 0.84% in Q2 2026, buying an estimated $32.2K and bringing the position to 9,778 shares worth $4.11M. The position accounts for 0.34% of the portfolio, ranked #54.

Shepherd Financial Partners first reported a position in TSLA in Q4 2017 and has held it in 26 quarters since. The position peaked at $4.48M in Q4 2025. 4,294 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Shepherd Financial Partners held 9,778 shares of Tesla worth $4.11M as of Q2 2026.
  • Shepherd Financial Partners bought 81 Tesla shares in Q2 2026, an estimated $32.2K.
  • Tesla made up 0.34% of Shepherd Financial Partners's portfolio in Q2 2026, its #54 holding.
  • Shepherd Financial Partners first reported a position in Tesla in Q4 2017 and has held it in 26 quarters since.
  • Shepherd Financial Partners's Tesla position peaked at $4.48M in Q4 2025.
  • 4,294 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.