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TSLA

30 quarters

Position history for United Capital Financial Advisors, LLCUnited Capital Financial Advisors, LLC's holdings in Tesla, Inc.

Yes. United Capital Financial Advisors holds 112,891 shares of TSLA (Tesla), worth $47.5M, as of its Q2 2026 13F filing. It increased the position by 348 shares (+0.3%) from Q1 2026. United Capital Financial Advisors has held TSLA in every 13F on record since Q1 2019, 30 quarterly filings. TSLA is 0.3% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$47.5M

Current Shares

112,891

Total Value Change

+$45.4M

Total Shares Change

+105,500

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
112,891
+0.3%
$47.5M0.3%$420.60
35
2026-Q1
Decreased
112,543
-1.0%
$41.8M0.3%$371.75
0
2025-Q4
Increased
113,702
+5.1%
$51.1M0.3%$449.72
37
2025-Q3
Increased
108,147
+19.6%
$48.1M0.3%$444.72
41
2025-Q2
Increased
90,432
+4.1%
$28.7M0.2%$317.66
36
2025-Q1
Increased
86,869
+0.8%
$22.5M0.2%$259.16
34
2024-Q4
Increased
86,136
+1.0%
$34.8M0.3%$403.84
35
2024-Q3
Increased
85,257
+6.4%
$22.3M0.2%$261.63
36
2024-Q2
Increased
80,112
+10.5%
$15.9M0.1%$197.88
37
2024-Q1
Decreased
72,473
-16.9%
$12.7M0.1%$175.79
0
2023-Q4
Increased
87,193
+26.3%
$21.7M0.2%$248.48
42
2023-Q3
Increased
69,066
+1.1%
$17.3M0.1%$250.22
34
2023-Q2
Decreased
68,343
-9.4%
$17.9M0.1%$261.77
0
2023-Q1
Decreased
75,459
-31.5%
$15.7M0.1%$207.46
0
2022-Q4
Decreased
110,225
-13.0%
$13.6M0.1%$123.18
0
2022-Q3
Decreased
126,646
-16.4%
$33.6M0.2%$265.25
0
2022-Q2
Decreased
50,527
-4.1%
$34M0.2%$224.47
0
2022-Q1
Decreased
52,702
-6.5%
$56.8M0.3%$359.20
0
2021-Q4
Decreased
56,363
-7.9%
$59.6M0.3%$352.26
0
2021-Q3
Decreased
61,197
-0.3%
$47.5M0.2%$258.49
0
2021-Q2
Increased
61,381
+11.3%
$41.7M0.2%$226.57
39
2021-Q1
Increased
55,176
+2.3%
$36.9M0.2%$222.64
35
2020-Q4
Increased
53,938
+1.1%
$38.1M0.2%$235.22
35
2020-Q3
Decreased
53,344
-22.7%
$22.9M0.1%$143.00
0
2020-Q2
Decreased
13,809
-5.9%
$14.9M0.1%$71.99
0
2020-Q1
Decreased
14,677
-16.2%
$7.7M0.1%$34.93
0
2019-Q4
Increased
17,517
+184.9%
$7.3M0.0%$27.89
44
2019-Q3
Decreased
6,149
-5.7%
$1.5M0.0%$16.06
0
2019-Q2
Decreased
6,521
-11.8%
$1.5M0.0%$14.90
0
2019-Q1
First report
7,391
-
$2.1M0.0%$18.66
0

Other major holders of TSLA: Vanguard Group Inc., BlackRock, Inc.

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