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Uptown Financial Advisors’s Tesla TSLA Stock Holding History

Uptown 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 		$214K Buy
+509
New +$202K 0.14% 76
2026
Q1 		– Sell
-509
Closed -$229K – 83
2025
Q4 		$229K Sell
509
-8
-2% -$3.55K 0.16% 70
2025
Q3 		$230K Buy
+517
New +$179K 0.19% 65

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Uptown Financial Advisors opened a new position in Tesla (TSLA) in Q2 2026: 509 shares worth $214K. The stake represents 0.14% of the portfolio and ranks #76 among its holdings. This is a return to the name: Uptown Financial Advisors previously reported a position in TSLA as recently as Q4 2025.

Uptown Financial Advisors first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $230K in Q3 2025. 1,145 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Uptown Financial Advisors held 509 shares of Tesla worth $214K as of Q2 2026.
  • Tesla was a new Uptown Financial Advisors position in Q2 2026.
  • Tesla made up 0.14% of Uptown Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Uptown Financial Advisors first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • Uptown Financial Advisors's Tesla position peaked at $230K in Q3 2025.
  • 1,145 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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