Southeast Asset Advisors’s Tesla TSLA Stock Holding History

Southeast Asset 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	$2.12M	Buy	5,041 +206	+4%	+$81.9K	0.22%	70
2026 Q1	$1.8M	Sell	4,835 -7,665	-61%	-$3.16M	0.2%	73
2025 Q4	$5.62M	Buy	12,500 +406	+3%	+$180K	0.53%	32
2025 Q3	$5.38M	Buy	12,094 +1,565	+15%	+$543K	0.59%	28
2025 Q2	$3.34M	Buy	10,529 +2,517	+31%	+$758K	0.4%	43
2025 Q1	$2.08M	Buy	8,012 +6,035	+305%	+$2.01M	0.25%	54
2024 Q4	$798K	Hold	1,977	–	–	0.1%	95
2024 Q3	$517K	Sell	1,977 -34	-2%	-$7.75K	0.06%	109
2024 Q2	$398K	Buy	2,011 +759	+61%	+$133K	0.05%	123
2024 Q1	$220K	Buy	+1,252	New	+$245K	0.03%	155
2021 Q1	–	Sell	-1,431	Closed	-$337K	–	138
2020 Q4	$337K	Buy	+1,431	New	+$244K	0.07%	106

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Southeast Asset Advisors's TSLA Position: Q2 2026 in Review

Southeast Asset Advisors increased its Tesla (TSLA) stake by 4.3% in Q2 2026, buying an estimated $81.9K and bringing the position to 5,041 shares worth $2.12M. The position accounts for 0.22% of the portfolio, ranked #70.

Southeast Asset Advisors first reported a position in TSLA in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.62M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Southeast Asset Advisors held 5,041 shares of Tesla worth $2.12M as of Q2 2026.
Southeast Asset Advisors bought 206 Tesla shares in Q2 2026, an estimated $81.9K.
Tesla made up 0.22% of Southeast Asset Advisors's portfolio in Q2 2026, its #70 holding.
Southeast Asset Advisors first reported a position in Tesla in Q4 2020 and has held it in 11 quarters since.
Southeast Asset Advisors's Tesla position peaked at $5.62M in Q4 2025.
4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.