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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 		$143 Buy
+100
New +$39.8K ﹤0.01% 838
2025
Q3 		– Sell
-100
Closed -$31.8K – 884
2025
Q2 		$31.8K Hold
100
– – ﹤0.01% 761
2025
Q1 		$25.9K Hold
100
– – ﹤0.01% 683
2024
Q4 		$40.4K Sell
100
-1,300
-93% -$418K ﹤0.01% 722
2024
Q3 		$366K Buy
1,400
+1,000
+250% +$228K 0.01% 486
2024
Q2 		$79 Buy
+400
New +$69.9K ﹤0.01% 672
2024
Q1 		– Sell
-700
Closed -$174 – 709
2023
Q4 		$174 Buy
700
+400
+133% +$95.1K ﹤0.01% 646
2023
Q3 		$75 Hold
300
– – ﹤0.01% 633
2023
Q2 		$79 Buy
+300
New +$60K ﹤0.01% 598
2023
Q1 		– Sell
-100
Closed -$12 – 677
2022
Q4 		$12 Buy
+100
New +$18.9K ﹤0.01% 559
2021
Q4 		– Sell
-6,000
Closed -$1.55M – 643
2021
Q3 		$1.55M Sell
6,000
-300
-5% -$70.6K 0.09% 139
2021
Q2 		$1.43M Buy
6,300
+6,000
+2,000% +$1.3M 0.09% 136
2021
Q1 		$67K Buy
+300
New +$75.3K ﹤0.01% 755
2020
Q4 		– Sell
-300
Closed -$55K – 1849
2020
Q3 		$55K Buy
+300
New +$35.4K ﹤0.01% 635

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.