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Trivant Custom Portfolio Group’s Tesla TSLA Stock Holding History

Trivant Custom Portfolio Group’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 		$705K Buy
1,675
+50
+3% +$19.9K 0.38% 68
2026
Q1 		$604K Hold
1,625
– – 0.33% 68
2025
Q4 		$731K Buy
1,625
+375
+30% +$166K 0.42% 63
2025
Q3 		$556K Hold
1,250
– – 0.29% 69
2025
Q2 		$397K Buy
1,250
+15
+1% +$4.52K 0.22% 75
2025
Q1 		$320K Buy
1,235
+32
+3% +$10.7K 0.18% 73
2024
Q4 		$486K Buy
1,203
+110
+10% +$35.4K 0.28% 60
2024
Q3 		$286K Hold
1,093
– – 0.17% 62
2024
Q2 		$216K Sell
1,093
-45
-4% -$7.87K 0.13% 64
2024
Q1 		$200K Sell
1,138
-150
-12% -$29.3K 0.13% 59
2023
Q4 		$320K Hold
1,288
– – 0.21% 49
2023
Q3 		$322K Buy
1,288
+43
+3% +$11K 0.24% 44
2023
Q2 		$326K Buy
1,245
+175
+16% +$35K 0.23% 44
2023
Q1 		$222K Buy
+1,070
New +$187K 0.16% 52

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

Trivant Custom Portfolio Group's TSLA Position: Q2 2026 in Review

Trivant Custom Portfolio Group increased its Tesla (TSLA) stake by 3.1% in Q2 2026, buying an estimated $19.9K and bringing the position to 1,675 shares worth $705K. The position accounts for 0.38% of the portfolio, ranked #68.

Trivant Custom Portfolio Group first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $731K in Q4 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Trivant Custom Portfolio Group held 1,675 shares of Tesla worth $705K as of Q2 2026.
  • Trivant Custom Portfolio Group bought 50 Tesla shares in Q2 2026, an estimated $19.9K.
  • Tesla made up 0.38% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #68 holding.
  • Trivant Custom Portfolio Group first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
  • Trivant Custom Portfolio Group's Tesla position peaked at $731K in Q4 2025.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.