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Alan B. Lancz & Associates’s Tesla TSLA Stock Holding History

Alan B. Lancz & Associates’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 		$229K Sell
616
-47
-7% -$19.4K 0.22% 119
2025
Q4 		$298K Hold
663
– – 0.26% 99
2025
Q3 		$295K Sell
663
-100
-13% -$34.7K 0.27% 99
2025
Q2 		$242K Sell
763
-150
-16% -$45.2K 0.24% 115
2025
Q1 		$237K Buy
913
+165
+22% +$55K 0.25% 108
2024
Q4 		$302K Buy
+748
New +$241K 0.31% 88
2023
Q2 		– Sell
-632
Closed -$131K – 179
2023
Q1 		$131K Buy
+632
New +$110K 0.14% 167

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alan B. Lancz & Associates's TSLA Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Tesla (TSLA) stake by 7.1% in Q1 2026, selling an estimated $19.4K and leaving 616 shares worth $229K. The position accounts for 0.22% of the portfolio, ranked #119.

Alan B. Lancz & Associates first reported a position in TSLA in Q1 2023 and has held it in 7 quarters since. The position peaked at $302K in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Alan B. Lancz & Associates held 616 shares of Tesla worth $229K as of Q1 2026.
  • Alan B. Lancz & Associates sold 47 Tesla shares in Q1 2026, an estimated $19.4K.
  • Tesla made up 0.22% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #119 holding.
  • Alan B. Lancz & Associates first reported a position in Tesla in Q1 2023 and has held it in 7 quarters since.
  • Alan B. Lancz & Associates's Tesla position peaked at $302K in Q4 2024.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.