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TPG Financial Advisors’s Tesla TSLA Stock Holding History

TPG 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 		$889K Sell
2,114
-28
-1% -$11.1K 0.27% 37
2026
Q1 		$796K Sell
2,142
-60
-3% -$24.7K 0.26% 38
2025
Q4 		$990K Buy
2,202
+314
+17% +$139K 0.33% 35
2025
Q3 		$840K Sell
1,888
-106
-5% -$36.8K 0.31% 36
2025
Q2 		$633K Buy
1,994
+144
+8% +$43.4K 0.25% 42
2025
Q1 		$479K Sell
1,850
-14
-0.8% -$4.67K 0.21% 44
2024
Q4 		$753K Buy
1,864
+893
+92% +$287K 0.33% 35
2024
Q3 		$254K Buy
+971
New +$221K 0.11% 59

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

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

TPG Financial Advisors reduced its Tesla (TSLA) stake by 1.3% in Q2 2026, selling an estimated $11.1K and leaving 2,114 shares worth $889K. The position accounts for 0.27% of the portfolio, ranked #37.

TPG Financial Advisors first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $990K in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • TPG Financial Advisors held 2,114 shares of Tesla worth $889K as of Q2 2026.
  • TPG Financial Advisors sold 28 Tesla shares in Q2 2026, an estimated $11.1K.
  • Tesla made up 0.27% of TPG Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • TPG Financial Advisors first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • TPG Financial Advisors's Tesla position peaked at $990K in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.