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Souders Financial Advisors’s Tesla TSLA Stock Holding History

Souders 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 		$2.47M Sell
5,861
-316
-5% -$126K 0.25% 54
2026
Q1 		$2.3M Buy
6,177
+222
+4% +$91.5K 0.26% 53
2025
Q4 		$2.68M Sell
5,955
-18
-0.3% -$7.98K 0.31% 51
2025
Q3 		$2.66M Sell
5,973
-17
-0.3% -$5.9K 0.32% 50
2025
Q2 		$1.9M Buy
5,990
+819
+16% +$247K 0.24% 56
2025
Q1 		$1.34M Sell
5,171
-190
-4% -$63.3K 0.19% 75
2024
Q4 		$2.16M Sell
5,361
-459
-8% -$148K 0.3% 70
2024
Q3 		$1.52M Buy
5,820
+204
+4% +$46.5K 0.21% 78
2024
Q2 		$1.11M Buy
5,616
+70
+1% +$12.2K 0.17% 91
2024
Q1 		$975K Buy
5,546
+108
+2% +$21.1K 0.15% 90
2023
Q4 		$1.35M Buy
5,438
+60
+1% +$14.3K 0.23% 79
2023
Q3 		$1.35M Sell
5,378
-142
-3% -$36.5K 0.26% 77
2023
Q2 		$1.44M Sell
5,520
-111
-2% -$22.2K 0.28% 76
2023
Q1 		$1.17M Sell
5,631
-119
-2% -$20.8K 0.25% 76
2022
Q4 		$708K Buy
5,750
+2,783
+94% +$527K 0.16% 98
2022
Q3 		$787K Sell
2,967
-267
-8% -$74.6K 0.21% 84
2022
Q2 		$726K Buy
3,234
+480
+17% +$131K 0.21% 84
2022
Q1 		$989K Buy
2,754
+111
+4% +$34.6K 0.29% 77
2021
Q4 		$931K Sell
2,643
-138
-5% -$46.3K 0.27% 77
2021
Q3 		$719K Buy
2,781
+336
+14% +$79.1K 0.23% 83
2021
Q2 		$554K Buy
2,445
+600
+33% +$130K 0.19% 95
2021
Q1 		$411K Sell
1,845
-99
-5% -$24.9K 0.16% 94
2020
Q4 		$457K Buy
1,944
+393
+25% +$67.1K 0.2% 84
2020
Q3 		$212K Buy
+1,551
New +$183K 0.1% 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

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

Souders Financial Advisors reduced its Tesla (TSLA) stake by 5.1% in Q2 2026, selling an estimated $126K and leaving 5,861 shares worth $2.47M. The position accounts for 0.25% of the portfolio, ranked #54.

Souders Financial Advisors first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.68M in Q4 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Souders Financial Advisors held 5,861 shares of Tesla worth $2.47M as of Q2 2026.
  • Souders Financial Advisors sold 316 Tesla shares in Q2 2026, an estimated $126K.
  • Tesla made up 0.25% of Souders Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Souders Financial Advisors first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Souders Financial Advisors's Tesla position peaked at $2.68M in Q4 2025.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.