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
2024 Q1	–	Sell	-2,000	Closed	-$497	–	710
2023 Q4	$497	Buy	+2,000	New	+$475K	﹤0.01%	639
2021 Q4	–	Sell	-6,000	Closed	-$1.55M	–	644
2021 Q3	$1.55M	Hold	6,000	–	–	0.09%	140
2021 Q2	$1.36M	Buy	6,000 +2,700	+82%	+$586K	0.08%	137
2021 Q1	$735K	Buy	+3,300	New	+$829K	0.03%	214
2020 Q2	–	Sell	-1,500	Closed	-$57K	–	2158
2020 Q1	$57K	Buy	+1,500	New	+$62.2K	0.01%	559

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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

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.