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Advus Financial Partners, LLC’s Tesla TSLA Stock Holding History

Advus Financial Partners, LLC’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 		$879K Sell
2,089
-59
-3% -$23.5K 0.2% 91
2026
Q1 		$799K Sell
2,148
-58
-3% -$23.9K 0.2% 86
2025
Q4 		$992K Sell
2,206
-755
-25% -$335K 0.24% 71
2025
Q3 		$1.32M Sell
2,961
-259
-8% -$89.8K 0.32% 59
2025
Q2 		$1.02M Sell
3,220
-432
-12% -$130K 0.26% 64
2025
Q1 		$946K Sell
3,652
-1,328
-27% -$443K 0.27% 59
2024
Q4 		$2.01M Buy
4,980
+200
+4% +$64.3K 0.57% 33
2024
Q3 		$1.25M Sell
4,780
-1,051
-18% -$240K 0.36% 49
2024
Q2 		$1.15M Sell
5,831
-316
-5% -$55.2K 0.35% 47
2024
Q1 		$1.08M Buy
6,147
+423
+7% +$82.6K 0.33% 47
2023
Q4 		$1.42M Sell
5,724
-101
-2% -$24K 0.49% 37
2023
Q3 		$1.46M Buy
5,825
+329
+6% +$84.5K 0.57% 31
2023
Q2 		$1.44M Sell
5,496
-173
-3% -$34.6K 0.55% 35
2023
Q1 		$1.18M Buy
5,669
+1,064
+23% +$186K 0.49% 36
2022
Q4 		$567K Sell
4,605
-1,292
-22% -$245K 0.25% 58
2022
Q3 		$1.56M Buy
5,897
+836
+17% +$233K 0.83% 27
2022
Q2 		$1.14M Sell
5,061
-2,961
-37% -$808K 0.6% 31
2022
Q1 		$2.88M Buy
+8,022
New +$2.5M 1.47% 14
2021
Q3 		$2.55M Buy
+7,245
New +$1.71M 1.41% 17

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

Advus Financial Partners, LLC's TSLA Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Tesla (TSLA) stake by 2.7% in Q2 2026, selling an estimated $23.5K and leaving 2,089 shares worth $879K. The position accounts for 0.2% of the portfolio, ranked #91.

Advus Financial Partners, LLC first reported a position in TSLA in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.88M in Q1 2022. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Advus Financial Partners, LLC held 2,089 shares of Tesla worth $879K as of Q2 2026.
  • Advus Financial Partners, LLC sold 59 Tesla shares in Q2 2026, an estimated $23.5K.
  • Tesla made up 0.2% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #91 holding.
  • Advus Financial Partners, LLC first reported a position in Tesla in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Tesla position peaked at $2.88M in Q1 2022.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.