Advisor OS’s Tesla TSLA Stock Holding History

Advisor OS’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 Q1	–	Sell	-300	Closed	-$566	–	633
2025 Q4	$566	Hold	300	–	–	﹤0.01%	497
2025 Q3	$9.68K	Hold	300	–	–	﹤0.01%	469
2025 Q2	$327	Buy	+300	New	+$90.4K	﹤0.01%	458

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor OS's TSLA Position: Q1 2026 in Review

Advisor OS increased its Tesla (TSLA) stake by 21% in Q1 2026, buying an estimated $805K and bringing the position to 11,081 shares worth $4.12M. The position accounts for 0.3% of the portfolio, ranked #55.

Advisor OS first reported a position in TSLA in Q3 2020 and has held it in 21 quarters since. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Advisor OS held 11,081 shares of Tesla worth $4.12M as of Q1 2026.
Advisor OS bought 1,955 Tesla shares in Q1 2026, an estimated $805K.
Tesla made up 0.3% of Advisor OS's portfolio in Q1 2026, its #55 holding.
Advisor OS first reported a position in Tesla in Q3 2020 and has held it in 21 quarters since.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.