YHB Investment Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$884K Buy
2,101
+21
+1% +$8.35K 0.06% 186
2026
Q1
$773K Buy
2,080
+74
+4% +$30.5K 0.06% 183
2025
Q4
$902K Buy
2,006
+102
+5% +$45.2K 0.06% 178
2025
Q3
$847K Sell
1,904
-11
-0.6% -$3.81K 0.06% 177
2025
Q2
$608K Sell
1,915
-210
-10% -$63.3K 0.05% 198
2025
Q1
$551K Sell
2,125
-366
-15% -$122K 0.05% 196
2024
Q4
$1.01M Sell
2,491
-122
-5% -$39.3K 0.08% 150
2024
Q3
$684K Buy
2,613
+374
+17% +$85.3K 0.06% 175
2024
Q2
$443K Buy
2,239
+131
+6% +$22.9K 0.04% 204
2024
Q1
$371K Buy
2,108
+20
+1% +$3.91K 0.03% 216
2023
Q4
$519K Buy
2,088
+89
+4% +$21.2K 0.05% 185
2023
Q3
$500K Buy
1,999
+120
+6% +$30.8K 0.05% 188
2023
Q2
$492K Sell
1,879
-133
-7% -$26.6K 0.05% 189
2023
Q1
$417K Buy
2,012
+121
+6% +$21.1K 0.04% 197
2022
Q4
$233K Buy
1,891
+71
+4% +$13.4K 0.02% 263
2022
Q3
$483K Buy
1,820
+65
+4% +$18.2K 0.05% 191
2022
Q2
$394K Sell
1,755
-411
-19% -$112K 0.04% 203
2022
Q1
$778K Buy
2,166
+48
+2% +$14.9K 0.07% 173
2021
Q4
$746K Buy
2,118
+267
+14% +$89.5K 0.06% 183
2021
Q3
$478K Buy
1,851
+75
+4% +$17.7K 0.04% 203
2021
Q2
$402K Sell
1,776
-36
-2% -$7.82K 0.03% 222
2021
Q1
$447K Sell
1,812
-96
-5% -$24.1K 0.04% 205
2020
Q4
$449K Buy
+1,908
New +$326K 0.04% 201

Other funds holding TSLA

YHB Investment Advisors's TSLA Position: Q2 2026 in Review

YHB Investment Advisors increased its Tesla (TSLA) stake by 1% in Q2 2026, buying an estimated $8.35K and bringing the position to 2,101 shares worth $884K. The position accounts for 0.06% of the portfolio, ranked #186.

YHB Investment Advisors first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q4 2024. 1,581 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • YHB Investment Advisors held 2,101 shares of Tesla worth $884K as of Q2 2026.
  • YHB Investment Advisors bought 21 Tesla shares in Q2 2026, an estimated $8.35K.
  • Tesla made up 0.06% of YHB Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • YHB Investment Advisors first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • YHB Investment Advisors's Tesla position peaked at $1.01M in Q4 2024.
  • 1,581 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.