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Valeo Financial Advisors’s Tesla TSLA Stock Holding History

Valeo 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 		$24.3M Buy
57,659
+3,838
+7% +$1.53M 0.51% 32
2026
Q1 		$20M Sell
53,821
-4,416
-8% -$1.82M 0.48% 31
2025
Q4 		$26.2M Sell
58,237
-4,188
-7% -$1.86M 0.58% 29
2025
Q3 		$27.8M Sell
62,425
-2,913
-4% -$1.01M 0.63% 28
2025
Q2 		$20.8M Buy
65,338
+4,194
+7% +$1.26M 0.51% 31
2025
Q1 		$15.8M Buy
61,144
+3,863
+7% +$1.29M 0.44% 31
2024
Q4 		$23.1M Sell
57,281
-1,615
-3% -$520K 0.64% 27
2024
Q3 		$15.4M Sell
58,896
-115
-0.2% -$26.2K 0.44% 30
2024
Q2 		$11.7M Buy
59,011
+1,273
+2% +$222K 0.36% 35
2024
Q1 		$9.3M Buy
57,738
+1,341
+2% +$262K 0.33% 39
2023
Q4 		$14M Buy
56,397
+6,330
+13% +$1.5M 0.57% 25
2023
Q3 		$12.5M Buy
50,067
+5,362
+12% +$1.38M 0.57% 26
2023
Q2 		$11.7M Sell
44,705
-13,758
-24% -$2.75M 0.53% 25
2023
Q1 		$12.1M Buy
58,463
+20,005
+52% +$3.49M 0.58% 24
2022
Q4 		$4.74M Buy
38,458
+7,174
+23% +$1.36M 0.26% 58
2022
Q3 		$8.3M Sell
31,284
-5,784
-16% -$1.62M 0.53% 27
2022
Q2 		$8.32M Sell
37,068
-8,460
-19% -$2.31M 0.52% 28
2022
Q1 		$16.4M Buy
45,528
+8,736
+24% +$2.72M 0.83% 20
2021
Q4 		$13M Buy
36,792
+1,776
+5% +$596K 0.7% 21
2021
Q3 		$9.05M Buy
35,016
+3,300
+10% +$777K 0.52% 31
2021
Q2 		$7.19M Buy
31,716
+528
+2% +$115K 0.44% 33
2021
Q1 		$6.94M Buy
31,188
+2,358
+8% +$592K 0.32% 41
2020
Q4 		$6.78M Buy
28,830
+1,461
+5% +$249K 0.35% 37
2020
Q3 		$3.91M Sell
27,369
-786
-3% -$92.8K 0.34% 45
2020
Q2 		$2.03M Sell
28,155
-13,200
-32% -$714K 0.18% 75
2020
Q1 		$1.57M Buy
41,355
+5,280
+15% +$219K 0.17% 85
2019
Q4 		$1.01M Sell
36,075
-13,200
-27% -$286K 0.1% 130
2019
Q3 		$791K Sell
49,275
-1,320
-3% -$20.7K 0.09% 137
2019
Q2 		$754K Buy
50,595
+9,690
+24% +$151K 0.09% 146
2019
Q1 		$763K Buy
40,905
+6,210
+18% +$125K 0.09% 145
2018
Q4 		$770K Buy
34,695
+5,175
+18% +$111K 0.11% 133
2018
Q3 		$657K Sell
29,520
-1,275
-4% -$26.6K 0.09% 151
2018
Q2 		$731K Sell
30,795
-2,910
-9% -$59.1K 0.1% 137
2018
Q1 		$598K Buy
33,705
+4,350
+15% +$95.7K 0.1% 135
2017
Q4 		$609K Buy
29,355
+4,440
+18% +$96.6K 0.1% 130
2017
Q3 		$567K Buy
+24,915
New +$575K 0.13% 116

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Valeo Financial Advisors increased its Tesla (TSLA) stake by 7.1% in Q2 2026, buying an estimated $1.53M and bringing the position to 57,659 shares worth $24.3M. The position accounts for 0.51% of the portfolio, ranked #32.

Valeo Financial Advisors first reported a position in TSLA in Q3 2017 and has held it in 36 quarters since. The position peaked at $27.8M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Valeo Financial Advisors held 57,659 shares of Tesla worth $24.3M as of Q2 2026.
  • Valeo Financial Advisors bought 3,838 Tesla shares in Q2 2026, an estimated $1.53M.
  • Tesla made up 0.51% of Valeo Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Valeo Financial Advisors first reported a position in Tesla in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Tesla position peaked at $27.8M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.