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Spectrum Investment Advisors’s Tesla TSLA Stock Holding History

Spectrum 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 		$580K Buy
1,380
+119
+9% +$47.3K 0.24% 33
2026
Q1 		$469K Buy
1,261
+31
+3% +$12.8K 0.23% 27
2025
Q4 		$553K Buy
1,230
+674
+121% +$299K 0.28% 25
2025
Q3 		$247K Buy
+556
New +$193K 0.13% 26
2024
Q1 		– Sell
-1,212
Closed -$301K – 36
2023
Q4 		$301K Buy
+1,212
New +$288K 0.24% 26

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

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

Spectrum Investment Advisors increased its Tesla (TSLA) stake by 9.4% in Q2 2026, buying an estimated $47.3K and bringing the position to 1,380 shares worth $580K. The position accounts for 0.24% of the portfolio, ranked #33.

Spectrum Investment Advisors first reported a position in TSLA in Q4 2023 and has held it in 5 quarters since. 4,300 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Spectrum Investment Advisors held 1,380 shares of Tesla worth $580K as of Q2 2026.
  • Spectrum Investment Advisors bought 119 Tesla shares in Q2 2026, an estimated $47.3K.
  • Tesla made up 0.24% of Spectrum Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Spectrum Investment Advisors first reported a position in Tesla in Q4 2023 and has held it in 5 quarters since.
  • 4,300 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.