SEC 13F Intelligence

Gradient Capital Advisors, LLC / TSLA

Gradient Capital Advisors, LLC’s Tesla Inc Position

Does Gradient Capital Advisors, LLC own Tesla Inc (TSLA)? Yes — 13.2K shares worth $6M (+1.28% of its 13F portfolio) as of Q2 2026, down from 13.6K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
13.2K
% of Portfolio
+1.28%
Quarters Held
26
currently held

Position History TSLA

Reported value by quarter
Q1 ’20: $441,000Q1 ’20Q2 ’20: $1MQ3 ’20: $3MQ4 ’20: $6MQ1 ’21: $6MQ1 ’21Q2 ’21: $6MQ3 ’21: $7MQ4 ’21: $10MQ1 ’22: $10MQ1 ’22Q2 ’22: $7MQ3 ’22: $8MQ4 ’22: $4MQ1 ’23: $6MQ1 ’23Q2 ’23: $8MQ3 ’23: $7MQ4 ’23: $7MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ4 ’24: $10MQ1 ’25: $5MQ1 ’25Q2 ’25: $6MQ3 ’25: $7MQ4 ’25: $7MQ1 ’26: $5MQ1 ’26Q2 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202613.2K$6M+1.28%
Q1 202613.6K$5M+1.31%
Q4 202515.2K$7M+1.77%
Q3 202516.1K$7M+1.92%
Q2 202517.7K$6M+1.67%
Q1 202519.2K$5M+1.62%
Q4 202424.0K$10M+3.13%
Q3 202423.7K$6M+2.05%
Q2 202424.9K$5M+1.76%
Q1 202425.9K$5M+1.67%
Q4 202329.3K$7M+2.77%
Q3 202329.3K$7M+3.06%
Q2 202329.2K$8M+3.07%
Q1 202328.8K$6M+2.54%
Q4 202228.5K$4M+1.59%
Q3 202230.0K$8M+3.79%
Q2 20229.9K$7M+3.19%
Q1 20229.6K$10M+4.37%
Q4 20219.5K$10M+4.17%
Q3 20219.4K$7M+3.33%
Q2 20218.9K$6M+2.85%
Q1 20218.7K$6M+3.08%
Q4 20208.6K$6M+3.48%
Q3 20208.1K$3M+2.16%
Q2 20201.3K$1M+0.98%
Q1 2020842$441,000+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gradient Capital Advisors, LLC’s full portfolio or all institutional holders of TSLA.