XF
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XML Financial’s Tesla TSLA Stock Holding History

XML Financial’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 		$2.52M Buy
5,991
+187
+3% +$74.4K 0.18% 111
2026
Q1 		$2.16M Buy
5,804
+38
+0.7% +$15.7K 0.17% 120
2025
Q4 		$2.59M Buy
5,766
+314
+6% +$139K 0.21% 99
2025
Q3 		$2.42M Sell
5,452
-210
-4% -$72.8K 0.2% 105
2025
Q2 		$1.8M Sell
5,662
-9
-0.2% -$2.71K 0.16% 127
2025
Q1 		$1.47M Sell
5,671
-83
-1% -$27.7K 0.14% 136
2024
Q4 		$2.32M Sell
5,754
-269
-4% -$86.5K 0.21% 102
2024
Q3 		$1.58M Buy
6,023
+59
+1% +$13.5K 0.15% 135
2024
Q2 		$1.18M Buy
5,964
+174
+3% +$30.4K 0.12% 149
2024
Q1 		$1.02M Sell
5,790
-53
-0.9% -$10.4K 0.1% 164
2023
Q4 		$1.45M Sell
5,843
-461
-7% -$110K 0.15% 131
2023
Q3 		$1.58M Buy
6,304
+1,397
+28% +$359K 0.19% 121
2023
Q2 		$1.29M Buy
4,907
+814
+20% +$163K 0.15% 135
2023
Q1 		$849K Sell
4,093
-615
-13% -$107K 0.1% 165
2022
Q4 		$580K Sell
4,708
-125
-3% -$23.7K 0.07% 196
2022
Q3 		$1.28M Buy
4,833
+687
+17% +$192K 0.18% 120
2022
Q2 		$931K Sell
4,146
-288
-6% -$78.6K 0.21% 86
2022
Q1 		$1.59M Sell
4,434
-294
-6% -$91.6K 0.19% 117
2021
Q4 		$1.67M Sell
4,728
-1,080
-19% -$362K 0.2% 116
2021
Q3 		$1.5M Buy
5,808
+1,572
+37% +$370K 0.2% 113
2021
Q2 		$960K Sell
4,236
-138
-3% -$30K 0.21% 91
2021
Q1 		$974K Sell
4,374
-498
-10% -$125K 0.24% 84
2020
Q4 		$1.15M Buy
4,872
+132
+3% +$22.5K 0.3% 72
2020
Q3 		$678K Sell
4,740
-60
-1% -$7.08K 0.21% 94
2020
Q2 		$346K Buy
+4,800
New +$260K 0.12% 134

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

XML Financial's TSLA Position: Q2 2026 in Review

XML Financial increased its Tesla (TSLA) stake by 3.2% in Q2 2026, buying an estimated $74.4K and bringing the position to 5,991 shares worth $2.52M. The position accounts for 0.18% of the portfolio, ranked #111.

XML Financial first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.59M in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • XML Financial held 5,991 shares of Tesla worth $2.52M as of Q2 2026.
  • XML Financial bought 187 Tesla shares in Q2 2026, an estimated $74.4K.
  • Tesla made up 0.18% of XML Financial's portfolio in Q2 2026, its #111 holding.
  • XML Financial first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • XML Financial's Tesla position peaked at $2.59M in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.