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Soltis Investment Advisors’s Tesla TSLA Stock Holding History

Soltis Investment 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 		$18M Sell
42,742
-943
-2% -$375K 1% 13
2026
Q1 		$16.2M Sell
43,685
-2,113
-5% -$870K 1.02% 13
2025
Q4 		$20.6M Buy
45,798
+433
+1% +$192K 1.36% 10
2025
Q3 		$20.2M Buy
45,365
+2,937
+7% +$1.02M 1.39% 12
2025
Q2 		$13.5M Buy
42,428
+16,090
+61% +$4.85M 1.06% 16
2025
Q1 		$6.83M Buy
26,338
+680
+3% +$227K 0.61% 40
2024
Q4 		$10.4M Buy
25,658
+13,654
+114% +$4.39M 0.96% 19
2024
Q3 		$3.14M Buy
12,004
+96
+0.8% +$21.9K 0.31% 94
2024
Q2 		$2.36M Buy
11,908
+1,282
+12% +$224K 0.25% 103
2024
Q1 		$1.87M Buy
10,626
+576
+6% +$113K 0.21% 123
2023
Q4 		$2.5M Buy
10,050
+2,084
+26% +$495K 0.28% 97
2023
Q3 		$1.99M Sell
7,966
-6,737
-46% -$1.73M 0.26% 100
2023
Q2 		$3.85M Sell
14,703
-1,863
-11% -$373K 0.45% 65
2023
Q1 		$3.44M Buy
16,566
+360
+2% +$62.8K 0.44% 64
2022
Q4 		$2M Sell
16,206
-15,102
-48% -$2.86M 0.26% 101
2022
Q3 		$8.3M Sell
31,308
-453
-1% -$127K 1.25% 19
2022
Q2 		$7.13M Buy
31,761
+8,340
+36% +$2.28M 1.04% 20
2022
Q1 		$8.41M Buy
23,421
+1,308
+6% +$407K 1.17% 15
2021
Q4 		$7.79M Buy
22,113
+5,322
+32% +$1.78M 1.1% 17
2021
Q3 		$4.34M Sell
16,791
-210
-1% -$49.4K 0.67% 32
2021
Q2 		$3.85M Buy
17,001
+11,442
+206% +$2.48M 0.61% 32
2021
Q1 		$1.24M Buy
5,559
+1,755
+46% +$441K 0.23% 88
2020
Q4 		$895K Buy
3,804
+2,232
+142% +$381K 0.17% 101
2020
Q3 		$225K Buy
+1,572
New +$186K 0.05% 184

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

Soltis Investment Advisors's TSLA Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Tesla (TSLA) stake by 2.2% in Q2 2026, selling an estimated $375K and leaving 42,742 shares worth $18M. The position accounts for 1% of the portfolio, ranked #13.

Soltis Investment Advisors first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $20.6M in Q4 2025. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Soltis Investment Advisors held 42,742 shares of Tesla worth $18M as of Q2 2026.
  • Soltis Investment Advisors sold 943 Tesla shares in Q2 2026, an estimated $375K.
  • Tesla made up 1% of Soltis Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Soltis Investment Advisors first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Soltis Investment Advisors's Tesla position peaked at $20.6M in Q4 2025.
  • 4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.