Stonehage Fleming Financial Services’s Tesla TSLA Stock Holding History

Stonehage Fleming Financial 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	$2.41M	Hold	5,740	–	–	0.08%	53
2026 Q1	$2.13M	Hold	5,740	–	–	0.08%	52
2025 Q4	$2.58M	Hold	5,740	–	–	0.08%	39
2025 Q3	$2.55M	Hold	5,740	–	–	0.07%	42
2025 Q2	$1.82M	Hold	5,740	–	–	0.05%	45
2025 Q1	$1.49M	Sell	5,740 -2,199	-28%	-$733K	0.05%	42
2024 Q4	$3.21M	Buy	7,939 +250	+3%	+$80.4K	0.09%	32
2024 Q3	$2.01M	Sell	7,689 -1,000	-12%	-$228K	0.05%	42
2024 Q2	$1.72M	Buy	8,689 +6,283	+261%	+$1.1M	0.05%	42
2024 Q1	$629K	Sell	2,406 -3,451	-59%	-$674K	0.04%	58
2023 Q4	$1.46M	Buy	5,857 +3,377	+136%	+$803K	0.04%	48
2023 Q3	$621K	Sell	2,480 -570	-19%	-$146K	0.06%	90
2023 Q2	$806K	Buy	3,050 +644	+27%	+$129K	0.03%	76
2023 Q1	$629K	Buy	2,406 +1,104	+85%	+$193K	0.04%	58
2022 Q4	$569K	Sell	1,302 -1,500	-54%	-$284K	0.04%	66
2022 Q3	$743K	Buy	2,802 +87	+3%	+$24.3K	0.06%	55
2022 Q2	$609K	Sell	2,715 -87	-3%	-$23.7K	0.02%	103
2022 Q1	$1.01M	Buy	2,802 +120	+4%	+$37.4K	0.03%	75
2021 Q4	$944K	Hold	2,682	–	–	0.03%	86
2021 Q3	$693K	Hold	2,682	–	–	0.02%	94
2021 Q2	$608K	Hold	2,682	–	–	0.02%	103
2021 Q1	$597K	Sell	2,682 -591	-18%	-$148K	0.02%	107
2020 Q4	$770K	Hold	3,273	–	–	0.03%	92
2020 Q3	$468K	Buy	3,273 +948	+41%	+$112K	0.02%	102
2020 Q2	$167K	Buy	2,325 +225	+11%	+$12.2K	0.01%	104
2020 Q1	$73K	Sell	2,100 -1,950	-48%	-$80.8K	﹤0.01%	150
2019 Q4	$113K	Hold	4,050	–	–	﹤0.01%	148
2019 Q3	$65K	Buy	+4,050	New	+$63.4K	﹤0.01%	150
2019 Q2	–	Sell	-16,950	Closed	-$316K	–	183
2019 Q1	$316K	Buy	16,950 +12,900	+319%	+$259K	0.01%	108
2018 Q4	$90K	Buy	4,050 +885	+28%	+$19K	0.01%	190
2018 Q3	$56K	Hold	3,165	–	–	﹤0.01%	199
2018 Q2	$72K	Hold	3,165	–	–	﹤0.01%	198
2018 Q1	$56K	Sell	3,165 -3,165	-50%	-$69.6K	﹤0.01%	191
2017 Q4	$132K	Buy	6,330 +1,050	+20%	+$22.8K	0.01%	184
2017 Q3	$120K	Buy	5,280 +2,670	+102%	+$61.6K	0.01%	197
2017 Q2	$62K	Sell	2,610 -50,220	-95%	-$1.11M	﹤0.01%	207
2017 Q1	$980K	Sell	52,830 -1,500	-3%	-$25.4K	0.06%	112
2016 Q4	$774K	Sell	54,330 -2,250	-4%	-$29.6K	0.05%	138
2016 Q3	$770K	Sell	56,580 -5,250	-8%	-$75.8K	0.05%	123
2016 Q2	$875K	Sell	61,830 -21,900	-26%	-$332K	0.06%	118
2016 Q1	$1.28M	Buy	83,730 +30,900	+58%	+$406K	0.08%	99
2015 Q4	$845K	Hold	52,830	–	–	0.07%	54
2015 Q3	$875K	Hold	52,830	–	–	0.09%	56
2015 Q2	$945K	Hold	52,830	–	–	0.11%	51
2015 Q1	$665K	Hold	52,830	–	–	0.08%	65
2014 Q4	$783K	Buy	+52,830	New	+$826K	0.09%	57

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

Stonehage Fleming Financial Services's TSLA Position: Q2 2026 in Review

Stonehage Fleming Financial Services held its Tesla (TSLA) position steady in Q2 2026 at 5,740 shares worth $2.41M. The position accounts for 0.08% of the portfolio, ranked #53.

Stonehage Fleming Financial Services first reported a position in TSLA in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.21M in Q4 2024. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Stonehage Fleming Financial Services held 5,740 shares of Tesla worth $2.41M as of Q2 2026.
Stonehage Fleming Financial Services left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.08% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #53 holding.
Stonehage Fleming Financial Services first reported a position in Tesla in Q4 2014 and has held it in 46 quarters since.
Stonehage Fleming Financial Services's Tesla position peaked at $3.21M in Q4 2024.
4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.