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Spurstone Advisory Services’s Tesla TSLA Stock Holding History

Spurstone Advisory 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 		$17K Buy
+40
New +$15.9K 0.23% 35
2026
Q1 		– Sell
-40
Closed -$18K – 98
2025
Q4 		$18K Hold
40
– – 0.28% 28
2025
Q3 		$17.8K Hold
40
– – 0.26% 41
2025
Q2 		$12.7K Sell
40
-50
-56% -$15.1K 0.19% 62
2025
Q1 		$23.3K Buy
+90
New +$30K 0.45% 29

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

Spurstone Advisory Services's TSLA Position: Q2 2026 in Review

Spurstone Advisory Services opened a new position in Tesla (TSLA) in Q2 2026: 40 shares worth $17K. The stake represents 0.23% of the portfolio and ranks #35 among its holdings. This is a return to the name: Spurstone Advisory Services previously reported a position in TSLA as recently as Q4 2025.

Spurstone Advisory Services first reported a position in TSLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $23.3K in Q1 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Spurstone Advisory Services held 40 shares of Tesla worth $17K as of Q2 2026.
  • Tesla was a new Spurstone Advisory Services position in Q2 2026.
  • Tesla made up 0.23% of Spurstone Advisory Services's portfolio in Q2 2026, its #35 holding.
  • Spurstone Advisory Services first reported a position in Tesla in Q1 2025 and has held it in 5 quarters since.
  • Spurstone Advisory Services's Tesla position peaked at $23.3K in Q1 2025.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.