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Valmark Advisers’s Tesla TSLA Stock Holding History

Valmark 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 		$7.11M Buy
16,898
+143
+0.9% +$56.9K 0.08% 122
2026
Q1 		$6.23M Buy
16,755
+738
+5% +$304K 0.07% 112
2025
Q4 		$7.2M Sell
16,017
-269
-2% -$119K 0.09% 100
2025
Q3 		$7.24M Sell
16,286
-3,032
-16% -$1.05M 0.09% 97
2025
Q2 		$6.14M Buy
19,318
+1,989
+11% +$599K 0.09% 98
2025
Q1 		$4.49M Buy
17,329
+878
+5% +$293K 0.07% 117
2024
Q4 		$6.64M Buy
16,451
+1,664
+11% +$535K 0.1% 91
2024
Q3 		$3.87M Buy
14,787
+1,041
+8% +$237K 0.06% 126
2024
Q2 		$2.72M Buy
13,746
+1,073
+8% +$188K 0.05% 146
2024
Q1 		$2.23M Buy
12,673
+2,021
+19% +$395K 0.04% 158
2023
Q4 		$2.65M Buy
10,652
+135
+1% +$32.1K 0.05% 134
2023
Q3 		$2.63M Buy
10,517
+152
+1% +$39K 0.05% 124
2023
Q2 		$2.71M Buy
10,365
+24
+0.2% +$4.8K 0.06% 118
2023
Q1 		$2.15M Buy
10,341
+1,018
+11% +$178K 0.05% 134
2022
Q4 		$1.15M Buy
9,323
+978
+12% +$185K 0.03% 197
2022
Q3 		$2.21M Buy
8,345
+410
+5% +$115K 0.04% 116
2022
Q2 		$1.78M Buy
7,935
+207
+3% +$56.5K 0.03% 123
2022
Q1 		$2.78M Buy
7,728
+2,634
+52% +$820K 0.05% 103
2021
Q4 		$1.79M Buy
5,094
+249
+5% +$83.5K 0.03% 134
2021
Q3 		$1.25M Sell
4,845
-111
-2% -$26.1K 0.02% 160
2021
Q2 		$1.12M Sell
4,956
-1,320
-21% -$287K 0.02% 173
2021
Q1 		$1.4M Buy
6,276
+240
+4% +$60.3K 0.03% 146
2020
Q4 		$1.42M Buy
6,036
+1,602
+36% +$273K 0.03% 133
2020
Q3 		$634K Buy
4,434
+759
+21% +$89.6K 0.01% 167
2020
Q2 		$265K Buy
+3,675
New +$199K 0.01% 229

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers's TSLA Position: Q2 2026 in Review

Valmark Advisers increased its Tesla (TSLA) stake by 0.85% in Q2 2026, buying an estimated $56.9K and bringing the position to 16,898 shares worth $7.11M. The position accounts for 0.08% of the portfolio, ranked #122.

Valmark Advisers first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.24M in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Valmark Advisers held 16,898 shares of Tesla worth $7.11M as of Q2 2026.
  • Valmark Advisers bought 143 Tesla shares in Q2 2026, an estimated $56.9K.
  • Tesla made up 0.08% of Valmark Advisers's portfolio in Q2 2026, its #122 holding.
  • Valmark Advisers first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Valmark Advisers's Tesla position peaked at $7.24M in Q3 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.