UF
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Univest Financial’s Tesla TSLA Stock Holding History

Univest Financial’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 		$2.91M Buy
6,908
+227
+3% +$90.3K 0.14% 105
2026
Q1 		$2.48M Buy
6,681
+164
+3% +$67.6K 0.14% 110
2025
Q4 		$2.93M Sell
6,517
-241
-4% -$107K 0.16% 101
2025
Q3 		$3.01M Sell
6,758
-77
-1% -$26.7K 0.17% 97
2025
Q2 		$2.17M Sell
6,835
-121
-2% -$36.5K 0.13% 107
2025
Q1 		$1.8M Sell
6,956
-40
-0.6% -$13.3K 0.12% 123
2024
Q4 		$2.83M Sell
6,996
-120
-2% -$38.6K 0.18% 98
2024
Q3 		$1.86M Buy
+7,116
New +$1.62M 0.12% 116

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 $3.38T AUM 44.17% 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

Univest Financial's TSLA Position: Q2 2026 in Review

Univest Financial increased its Tesla (TSLA) stake by 3.4% in Q2 2026, buying an estimated $90.3K and bringing the position to 6,908 shares worth $2.91M. The position accounts for 0.14% of the portfolio, ranked #105.

Univest Financial first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.01M in Q3 2025. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Univest Financial held 6,908 shares of Tesla worth $2.91M as of Q2 2026.
  • Univest Financial bought 227 Tesla shares in Q2 2026, an estimated $90.3K.
  • Tesla made up 0.14% of Univest Financial's portfolio in Q2 2026, its #105 holding.
  • Univest Financial first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • Univest Financial's Tesla position peaked at $3.01M in Q3 2025.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.