West Financial Advisors’s Tesla TSLA Stock Holding History

West 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	$561K	Hold	1,333	–	–	0.09%	45
2026 Q1	$496K	Hold	1,333	–	–	0.08%	46
2025 Q4	$599K	Hold	1,333	–	–	0.1%	41
2025 Q3	$593K	Hold	1,333	–	–	0.1%	42
2025 Q2	$423K	Buy	1,333 +58	+5%	+$17.5K	0.07%	49
2025 Q1	$330K	Hold	1,275	–	–	0.06%	47
2024 Q4	$515K	Buy	1,275 +1,050	+467%	+$338K	0.1%	43
2024 Q3	$58.9K	Hold	225	–	–	0.01%	83
2024 Q2	$44.5K	Sell	225 -153	-40%	-$26.7K	0.01%	83
2024 Q1	$66.4K	Hold	378	–	–	0.01%	72
2023 Q4	$93.9K	Hold	378	–	–	0.02%	68
2023 Q3	$94.6K	Hold	378	–	–	0.02%	66
2023 Q2	$99K	Sell	378 -207	-35%	-$41.4K	0.02%	63
2023 Q1	$121K	Buy	585 +207	+55%	+$36.1K	0.03%	65
2022 Q4	$46.6K	Hold	378	–	–	0.01%	78
2022 Q3	$100K	Hold	378	–	–	0.03%	79
2022 Q2	$85K	Hold	378	–	–	0.02%	83
2022 Q1	$136K	Hold	378	–	–	0.04%	70
2021 Q4	$133K	Hold	378	–	–	0.04%	75
2021 Q3	$98K	Hold	378	–	–	0.03%	77
2021 Q2	$86K	Buy	378 +225	+147%	+$48.8K	0.03%	77
2021 Q1	$34K	Hold	153	–	–	0.01%	99
2020 Q4	$36K	Buy	+153	New	+$26.1K	0.01%	97

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

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

West Financial Advisors held its Tesla (TSLA) position steady in Q2 2026 at 1,333 shares worth $561K. The position accounts for 0.09% of the portfolio, ranked #45.

West Financial Advisors first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $599K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

West Financial Advisors held 1,333 shares of Tesla worth $561K as of Q2 2026.
West Financial Advisors left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.09% of West Financial Advisors's portfolio in Q2 2026, its #45 holding.
West Financial Advisors first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's Tesla position peaked at $599K in Q4 2025.
1,293 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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