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Stage Harbor Financial’s Tesla TSLA Stock Holding History

Stage Harbor Financial’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 		$422K Sell
1,004
-36
-3% -$14.3K 0.24% 44
2026
Q1 		$387K Buy
1,040
+44
+4% +$18.1K 0.26% 42
2025
Q4 		$448K Sell
996
-120
-11% -$53.2K 0.3% 39
2025
Q3 		$496K Buy
1,116
+45
+4% +$15.6K 0.36% 35
2025
Q2 		$340K Sell
1,071
-48
-4% -$14.5K 0.28% 39
2025
Q1 		$290K Sell
1,119
-173
-13% -$57.7K 0.25% 47
2024
Q4 		$522K Hold
1,292
– – 0.45% 28
2024
Q3 		$281K Buy
1,292
+212
+20% +$48.3K 0.26% 39
2024
Q2 		$214K Buy
+1,080
New +$189K 0.21% 39
2024
Q1 		– Sell
-815
Closed -$203K – 45
2023
Q4 		$203K Buy
+815
New +$194K 0.2% 39

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

Stage Harbor Financial's TSLA Position: Q2 2026 in Review

Stage Harbor Financial reduced its Tesla (TSLA) stake by 3.5% in Q2 2026, selling an estimated $14.3K and leaving 1,004 shares worth $422K. The position accounts for 0.24% of the portfolio, ranked #44.

Stage Harbor Financial first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $522K in Q4 2024. 4,297 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Stage Harbor Financial held 1,004 shares of Tesla worth $422K as of Q2 2026.
  • Stage Harbor Financial sold 36 Tesla shares in Q2 2026, an estimated $14.3K.
  • Tesla made up 0.24% of Stage Harbor Financial's portfolio in Q2 2026, its #44 holding.
  • Stage Harbor Financial first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • Stage Harbor Financial's Tesla position peaked at $522K in Q4 2024.
  • 4,297 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.