SS&H Financial Advisors’s Tesla TSLA Stock Holding History

SS&H Financial 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	$597K	Buy	+1,420	New	+$565K	0.15%	84
2025 Q4	$639K	Hold	1,420	–	–	0.19%	82
2025 Q3	$632K	Hold	1,420	–	–	0.19%	81
2025 Q2	$451K	Hold	1,420	–	–	0.15%	93
2025 Q1	$368K	Hold	1,420	–	–	0.14%	101
2024 Q4	$574K	Hold	1,420	–	–	0.21%	85
2024 Q3	$372K	Hold	1,420	–	–	0.14%	109
2024 Q2	$281K	Sell	1,420 -600	-30%	-$105K	0.11%	111
2024 Q1	$355K	Hold	2,020	–	–	0.15%	102
2023 Q4	$502K	Sell	2,020 -200	-9%	-$47.5K	0.21%	87
2023 Q3	$555K	Buy	+2,220	New	+$570K	0.26%	81
2023 Q1	$461K	Buy	2,220 +250	+13%	+$43.6K	0.21%	91
2022 Q4	$243K	Buy	1,970 +500	+34%	+$94.7K	0.12%	109
2022 Q3	$390K	Hold	1,470	–	–	0.2%	93
2022 Q2	$330K	Buy	1,470 +600	+69%	+$164K	0.15%	101
2022 Q1	$313K	Buy	+870	New	+$271K	0.12%	116

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

SS&H Financial Advisors's TSLA Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Tesla (TSLA) in Q2 2026: 1,420 shares worth $597K. The stake represents 0.15% of the portfolio and ranks #84 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in TSLA as recently as Q4 2025.

SS&H Financial Advisors first reported a position in TSLA in Q1 2022 and has held it in 16 quarters since. The position peaked at $639K in Q4 2025. 4,294 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

SS&H Financial Advisors held 1,420 shares of Tesla worth $597K as of Q2 2026.
Tesla was a new SS&H Financial Advisors position in Q2 2026.
Tesla made up 0.15% of SS&H Financial Advisors's portfolio in Q2 2026, its #84 holding.
SS&H Financial Advisors first reported a position in Tesla in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Tesla position peaked at $639K in Q4 2025.
4,294 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.