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Yanni & Associates Investment Advisors’s Tesla TSLA Stock Holding History

Yanni & Associates Investment 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 		$726K Hold
1,725
– – 0.67% 17
2026
Q1 		$641K Hold
1,725
– – 0.66% 18
2025
Q4 		$776K Buy
+1,725
New +$765K 0.78% 19

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

Yanni & Associates Investment Advisors's TSLA Position: Q2 2026 in Review

Yanni & Associates Investment Advisors held its Tesla (TSLA) position steady in Q2 2026 at 1,725 shares worth $726K. The position accounts for 0.67% of the portfolio, ranked #17.

Yanni & Associates Investment Advisors first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $776K in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Yanni & Associates Investment Advisors held 1,725 shares of Tesla worth $726K as of Q2 2026.
  • Yanni & Associates Investment Advisors left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.67% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Yanni & Associates Investment Advisors first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Yanni & Associates Investment Advisors's Tesla position peaked at $776K in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.