Valley National Advisers’s Tesla TSLA Stock Holding History

Valley National Advisers’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	$1.92M	Buy	4,556 +572	+14%	+$227K	0.21%	88
2026 Q1	$1.48M	Buy	3,984 +51	+1%	+$21K	0.19%	110
2025 Q4	$1.77M	Buy	3,933 +1,035	+36%	+$459K	0.24%	101
2025 Q3	$1.29M	Sell	2,898 -1,177	-29%	-$408K	0.2%	118
2025 Q2	$1.29M	Buy	4,075 +54	+1%	+$16.3K	0.21%	115
2025 Q1	$1.04M	Buy	4,021 +155	+4%	+$51.7K	0.19%	125
2024 Q4	$1.56M	Buy	3,866 +158	+4%	+$50.8K	0.28%	95
2024 Q3	$970K	Sell	3,708 -2,150	-37%	-$490K	0.18%	129
2024 Q2	$1.16M	Buy	5,858 +368	+7%	+$64.3K	0.17%	105
2024 Q1	$965K	Sell	5,490 -1,812	-25%	-$354K	0.15%	118
2023 Q4	$1.81M	Buy	7,302 +848	+13%	+$202K	0.29%	72
2023 Q3	$1.61M	Buy	6,454 +726	+13%	+$186K	0.28%	74
2023 Q2	$1.5M	Buy	5,728 +183	+3%	+$36.6K	0.25%	83
2023 Q1	$901K	Buy	5,545 +200	+4%	+$34.9K	0.16%	114
2022 Q4	$658K	Sell	5,345 -221	-4%	-$41.8K	0.12%	141
2022 Q3	$1.23M	Buy	5,566 +142	+3%	+$39.7K	0.26%	86
2022 Q2	$1.33M	Buy	5,424 +288	+6%	+$78.6K	0.28%	73
2022 Q1	$1.84M	Buy	5,136 +51	+1%	+$15.9K	0.35%	66
2021 Q4	$1.79M	Buy	5,085 +867	+21%	+$291K	0.33%	81
2021 Q3	$1.09M	Buy	4,218 +42	+1%	+$9.88K	0.2%	107
2021 Q2	$946K	Buy	4,176 +39	+0.9%	+$8.47K	0.17%	119
2021 Q1	$921K	Buy	4,137 +372	+10%	+$93.4K	0.18%	114
2020 Q4	$886K	Sell	3,765 -9	-0.2%	-$1.54K	0.19%	110
2020 Q3	$540K	Sell	3,774 -81	-2%	-$9.56K	0.12%	122
2020 Q2	$278K	Hold	3,855	–	–	0.06%	161
2020 Q1	$135K	Buy	3,855 +1,035	+37%	+$42.9K	0.04%	190
2019 Q4	$79K	Sell	2,820 -30	-1%	-$651	0.02%	267
2019 Q3	$46K	Hold	2,850	–	–	0.01%	311
2019 Q2	$42K	Hold	2,850	–	–	0.01%	301
2019 Q1	$53K	Hold	2,850	–	–	0.02%	284
2018 Q4	$63K	Hold	2,850	–	–	0.02%	249
2018 Q3	$50K	Sell	2,850 -1,155	-29%	-$24.1K	0.02%	260
2018 Q2	$92K	Hold	4,005	–	–	0.04%	221
2018 Q1	$71K	Hold	4,005	–	–	0.03%	228
2017 Q4	$83K	Hold	4,005	–	–	0.03%	218
2017 Q3	$91K	Hold	4,005	–	–	0.03%	211
2017 Q2	$97K	Sell	4,005 -15	-0.4%	-$330	0.03%	197
2017 Q1	$75K	Hold	4,020	–	–	0.03%	213
2016 Q4	$57K	Hold	4,020	–	–	0.03%	243
2016 Q3	$55K	Hold	4,020	–	–	0.03%	220
2016 Q2	$57K	Hold	4,020	–	–	0.03%	219
2016 Q1	$62K	Buy	4,020 +60	+2%	+$789	0.03%	219
2015 Q4	$63K	Hold	3,960	–	–	0.04%	208
2015 Q3	$66K	Buy	3,960 +750	+23%	+$12.7K	0.04%	211
2015 Q2	$57K	Hold	3,210	–	–	0.03%	224
2015 Q1	$40K	Buy	3,210 +2,385	+289%	+$32.2K	0.02%	232
2014 Q4	$8K	Buy	+825	New	+$12.9K	0.01%	301

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valley National Advisers's TSLA Position: Q2 2026 in Review

Valley National Advisers increased its Tesla (TSLA) stake by 14% in Q2 2026, buying an estimated $227K and bringing the position to 4,556 shares worth $1.92M. The position accounts for 0.21% of the portfolio, ranked #88.

Valley National Advisers first reported a position in TSLA in Q4 2014 and has held it in 47 quarters since. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Valley National Advisers held 4,556 shares of Tesla worth $1.92M as of Q2 2026.
Valley National Advisers bought 572 Tesla shares in Q2 2026, an estimated $227K.
Tesla made up 0.21% of Valley National Advisers's portfolio in Q2 2026, its #88 holding.
Valley National Advisers first reported a position in Tesla in Q4 2014 and has held it in 47 quarters since.
4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.