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Sovereign Financial Group’s Tesla TSLA Stock Holding History

Sovereign Financial Group’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 		$1.16M Buy
2,757
+24
+0.9% +$9.54K 0.18% 99
2026
Q1 		$1.02M Buy
2,733
+208
+8% +$85.7K 0.18% 109
2025
Q4 		$1.14M Buy
2,525
+661
+35% +$293K 0.2% 88
2025
Q3 		$829K Sell
1,864
-166
-8% -$57.6K 0.16% 126
2025
Q2 		$645K Sell
2,030
-151
-7% -$45.5K 0.13% 137
2025
Q1 		$565K Buy
2,181
+184
+9% +$61.3K 0.13% 142
2024
Q4 		$806K Buy
1,997
+50
+3% +$16.1K 0.19% 108
2024
Q3 		$509K Sell
1,947
-214
-10% -$48.8K 0.12% 159
2024
Q2 		$428K Buy
2,161
+85
+4% +$14.9K 0.11% 175
2024
Q1 		$365K Buy
2,076
+102
+5% +$19.9K 0.1% 189
2023
Q4 		$491K Buy
1,974
+118
+6% +$28K 0.15% 139
2023
Q3 		$464K Sell
1,856
-739
-28% -$190K 0.17% 128
2023
Q2 		$679K Buy
2,595
+1,152
+80% +$230K 0.22% 107
2023
Q1 		$299K Buy
+1,443
New +$252K 0.11% 176
2022
Q2 		– Sell
-711
Closed -$255K – 227
2022
Q1 		$255K Buy
711
+75
+12% +$23.4K 0.09% 190
2021
Q4 		$224K Sell
636
-315
-33% -$106K 0.09% 187
2021
Q3 		$246K Buy
+951
New +$224K 0.14% 139

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

Sovereign Financial Group's TSLA Position: Q2 2026 in Review

Sovereign Financial Group increased its Tesla (TSLA) stake by 0.88% in Q2 2026, buying an estimated $9.54K and bringing the position to 2,757 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #99.

Sovereign Financial Group first reported a position in TSLA in Q3 2021 and has held it in 17 quarters since. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sovereign Financial Group held 2,757 shares of Tesla worth $1.16M as of Q2 2026.
  • Sovereign Financial Group bought 24 Tesla shares in Q2 2026, an estimated $9.54K.
  • Tesla made up 0.18% of Sovereign Financial Group's portfolio in Q2 2026, its #99 holding.
  • Sovereign Financial Group first reported a position in Tesla in Q3 2021 and has held it in 17 quarters since.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.