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Sterling Investment Advisors (Pennsylvania)’s Tesla TSLA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$4.69M Buy
11,141
+138
+1% +$54.9K 0.78% 38
2026
Q1 		$4.09M Sell
11,003
-3
-0% -$1.24K 0.74% 44
2025
Q4 		$4.95M Buy
11,006
+643
+6% +$285K 0.91% 29
2025
Q3 		$4.61M Buy
10,363
+4,685
+83% +$1.62M 0.9% 34
2025
Q2 		$1.8M Sell
5,678
-459
-7% -$138K 0.4% 72
2025
Q1 		$1.59M Sell
6,137
-98
-2% -$32.7K 0.38% 74
2024
Q4 		$2.52M Sell
6,235
-3,384
-35% -$1.09M 0.61% 54
2024
Q3 		$2.52M Buy
9,619
+2
+0% +$456 0.64% 51
2024
Q2 		$1.9M Buy
9,617
+1,275
+15% +$223K 0.51% 59
2024
Q1 		$1.47M Buy
8,342
+775
+10% +$151K 0.41% 66
2023
Q4 		$1.88M Buy
7,567
+405
+6% +$96.3K 0.59% 54
2023
Q3 		$1.79M Sell
7,162
-152
-2% -$39K 0.63% 54
2023
Q2 		$1.91M Buy
7,314
+515
+8% +$103K 0.63% 50
2023
Q1 		$1.41M Buy
6,799
+139
+2% +$24.2K 0.48% 63
2022
Q4 		$820K Sell
6,660
-1,096
-14% -$208K 0.29% 86
2022
Q3 		$2.06M Sell
7,756
-305
-4% -$85.2K 0.77% 48
2022
Q2 		$1.81M Sell
8,061
-30
-0.4% -$8.19K 0.62% 52
2022
Q1 		$2.91M Buy
8,091
+42
+0.5% +$13.1K 0.82% 34
2021
Q4 		$2.83M Sell
8,049
-33
-0.4% -$11.1K 0.8% 41
2021
Q3 		$2.09M Buy
8,082
+150
+2% +$35.3K 0.62% 55
2021
Q2 		$1.8M Buy
7,932
+1,410
+22% +$306K 0.53% 60
2021
Q1 		$1.45M Buy
6,522
+4,461
+216% +$1.12M 0.47% 66
2020
Q4 		$485K Sell
2,061
-189
-8% -$32.3K 0.16% 98
2020
Q3 		$322K Sell
2,250
-3,165
-58% -$374K 0.12% 108
2020
Q2 		$389K Sell
5,415
-2,700
-33% -$146K 0.16% 97
2020
Q1 		$283K Sell
8,115
-6,480
-44% -$269K 0.15% 94
2019
Q4 		$407K Hold
14,595
– – 0.19% 87
2019
Q3 		$234K Hold
14,595
– – 0.12% 98
2019
Q2 		$217K Buy
14,595
+225
+2% +$3.5K 0.11% 108
2019
Q1 		$268K Buy
14,370
+750
+6% +$15.1K 0.14% 104
2018
Q4 		$302K Buy
13,620
+300
+2% +$6.45K 0.18% 92
2018
Q3 		$235K Sell
13,320
-90
-0.7% -$1.87K 0.12% 110
2018
Q2 		$306K Hold
13,410
– – 0.18% 91
2018
Q1 		$238K Hold
13,410
– – 0.15% 101
2017
Q4 		$278K Buy
13,410
+600
+5% +$13.1K 0.17% 90
2017
Q3 		$291K Buy
12,810
+15
+0.1% +$346 0.19% 86
2017
Q2 		$308K Buy
12,795
+270
+2% +$5.94K 0.21% 85
2017
Q1 		$232K Hold
12,525
– – 0.17% 91
2016
Q4 		$178K Buy
+12,525
New +$165K 0.14% 95

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

Sterling Investment Advisors (Pennsylvania)'s TSLA Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Tesla (TSLA) stake by 1.3% in Q2 2026, buying an estimated $54.9K and bringing the position to 11,141 shares worth $4.69M. The position accounts for 0.78% of the portfolio, ranked #38.

Sterling Investment Advisors (Pennsylvania) first reported a position in TSLA in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.95M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 11,141 shares of Tesla worth $4.69M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 138 Tesla shares in Q2 2026, an estimated $54.9K.
  • Tesla made up 0.78% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #38 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Tesla in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Tesla position peaked at $4.95M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.