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Tobias Financial Advisors’s Tesla TSLA Stock Holding History

Tobias 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 		$328K Buy
780
+15
+2% +$5.97K 0.04% 111
2026
Q1 		$284K Buy
765
+138
+22% +$56.9K 0.04% 111
2025
Q4 		$282K Sell
627
-235
-27% -$104K 0.04% 113
2025
Q3 		$383K Buy
862
+155
+22% +$53.8K 0.06% 94
2025
Q2 		$225K Buy
+707
New +$213K 0.04% 115
2025
Q1 		– Sell
-663
Closed -$268K – 116
2024
Q4 		$268K Sell
663
-698
-51% -$225K 0.05% 92
2024
Q3 		$356K Sell
1,361
-300
-18% -$68.4K 0.07% 77
2024
Q2 		$329K Buy
1,661
+431
+35% +$75.3K 0.07% 75
2024
Q1 		$216K Sell
1,230
-412
-25% -$80.5K 0.05% 95
2023
Q4 		$408K Buy
1,642
+320
+24% +$76K 0.1% 65
2023
Q3 		$331K Buy
1,322
+2
+0.2% +$514 0.09% 71
2023
Q2 		$346K Buy
1,320
+85
+7% +$17K 0.09% 69
2023
Q1 		$256K Buy
+1,235
New +$215K 0.08% 71
2022
Q4 		– Sell
-1,029
Closed -$273K – 84
2022
Q3 		$273K Sell
1,029
-93
-8% -$26K 0.1% 70
2022
Q2 		$252K Buy
1,122
+30
+3% +$8.19K 0.08% 68
2022
Q1 		$392K Buy
+1,092
New +$340K 0.14% 54
2021
Q4 		– Sell
-1,092
Closed -$282K – 113
2021
Q3 		$282K Buy
1,092
+186
+21% +$43.8K 0.11% 59
2021
Q2 		$205K Sell
906
-30
-3% -$6.51K 0.08% 59
2021
Q1 		$208K Buy
936
+33
+4% +$8.29K 0.09% 59
2020
Q4 		$212K Buy
+903
New +$154K 0.1% 58
2020
Q1 		– Sell
-150
Closed -$4K – 266
2019
Q4 		$4K Buy
+150
New +$3.25K ﹤0.01% 232

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

Tobias Financial Advisors's TSLA Position: Q2 2026 in Review

Tobias Financial Advisors increased its Tesla (TSLA) stake by 2% in Q2 2026, buying an estimated $5.97K and bringing the position to 780 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #111.

Tobias Financial Advisors first reported a position in TSLA in Q4 2019 and has held it in 21 quarters since. The position peaked at $408K in Q4 2023. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Tobias Financial Advisors held 780 shares of Tesla worth $328K as of Q2 2026.
  • Tobias Financial Advisors bought 15 Tesla shares in Q2 2026, an estimated $5.97K.
  • Tesla made up 0.04% of Tobias Financial Advisors's portfolio in Q2 2026, its #111 holding.
  • Tobias Financial Advisors first reported a position in Tesla in Q4 2019 and has held it in 21 quarters since.
  • Tobias Financial Advisors's Tesla position peaked at $408K in Q4 2023.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.