XF
TSLA icon

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
2025
Q3 		– Sell
-300
Closed -$95.3K – 421
2025
Q2 		$95.3K Hold
300
– – 0.01% 370
2025
Q1 		$77.7K Buy
+300
New +$100K 0.01% 355

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 $3.38T AUM 44.17% 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. 4,317 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.
  • 4,317 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.