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Sowell Financial Services’s Tesla TSLA Stock Holding History

Sowell Financial Services’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 		$13.8M Sell
32,746
-3,160
-9% -$1.26M 0.45% 39
2026
Q1 		$13.3M Buy
35,906
+470
+1% +$194K 0.49% 35
2025
Q4 		$15.9M Buy
35,436
+1,609
+5% +$713K 0.59% 26
2025
Q3 		$15M Sell
33,827
-1,438
-4% -$499K 0.58% 27
2025
Q2 		$11.2M Buy
35,265
+2,645
+8% +$797K 0.46% 40
2025
Q1 		$8.45M Buy
32,620
+3,182
+11% +$1.06M 0.38% 51
2024
Q4 		$11.9M Sell
29,438
-302
-1% -$97.2K 0.63% 32
2024
Q3 		$7.78M Sell
29,740
-1,549
-5% -$353K 0.36% 65
2024
Q2 		$6.19M Sell
31,289
-3,693
-11% -$645K 0.3% 78
2024
Q1 		$6.15M Buy
34,982
+6,366
+22% +$1.24M 0.29% 86
2023
Q4 		$7.11M Sell
28,616
-2,777
-9% -$660K 0.39% 63
2023
Q3 		$7.86M Sell
31,393
-1,698
-5% -$436K 0.49% 44
2023
Q2 		$8.66M Buy
33,091
+7,639
+30% +$1.53M 0.48% 42
2023
Q1 		$5.28M Sell
25,452
-3,585
-12% -$625K 0.41% 50
2022
Q4 		$3.58M Buy
29,037
+3,915
+16% +$741K 0.23% 111
2022
Q3 		$6.66M Buy
+25,122
New +$7.02M 0.67% 23
2022
Q1 		– Sell
-34,428
Closed -$12.1M – 494
2021
Q4 		$12.1M Buy
+34,428
New +$11.5M 0.7% 26
2021
Q2 		– Sell
-25,521
Closed -$5.64M – 2543
2021
Q1 		$5.64M Sell
25,521
-13,176
-34% -$3.31M 0.2% 111
2020
Q4 		$9.1M Buy
38,697
+20,124
+108% +$3.43M 0.39% 57
2020
Q3 		$2.66M Buy
18,573
+8,133
+78% +$960K 0.13% 139
2020
Q2 		$752K Sell
10,440
-2,340
-18% -$127K 0.04% 347
2020
Q1 		$446K Buy
12,780
+7,335
+135% +$304K 0.03% 421
2019
Q4 		$152K Buy
5,445
+105
+2% +$2.28K 0.01% 796
2019
Q3 		$86K Buy
+5,340
New +$83.6K 0.01% 872

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

Sowell Financial Services's TSLA Position: Q2 2026 in Review

Sowell Financial Services reduced its Tesla (TSLA) stake by 8.8% in Q2 2026, selling an estimated $1.26M and leaving 32,746 shares worth $13.8M. The position accounts for 0.45% of the portfolio, ranked #39.

Sowell Financial Services first reported a position in TSLA in Q3 2019 and has held it in 24 quarters since. The position peaked at $15.9M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sowell Financial Services held 32,746 shares of Tesla worth $13.8M as of Q2 2026.
  • Sowell Financial Services sold 3,160 Tesla shares in Q2 2026, an estimated $1.26M.
  • Tesla made up 0.45% of Sowell Financial Services's portfolio in Q2 2026, its #39 holding.
  • Sowell Financial Services first reported a position in Tesla in Q3 2019 and has held it in 24 quarters since.
  • Sowell Financial Services's Tesla position peaked at $15.9M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.