Annis Gardner Whiting Capital Advisors’s Tesla TSLA Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$3.24M	Sell	8,709 -1,153	-12%	-$475K	0.52%	27
2025 Q4	$4.43M	Buy	9,862 +924	+10%	+$410K	0.84%	15
2025 Q3	$3.97M	Buy	8,938 +7,357	+465%	+$2.55M	0.82%	14
2025 Q2	$502K	Buy	1,581 +625	+65%	+$188K	0.17%	112
2025 Q1	$248K	Sell	956 -7,419	-89%	-$2.47M	0.1%	167
2024 Q4	$3.38M	Buy	8,375 +127	+2%	+$40.9K	0.95%	15
2024 Q3	$2.16M	Sell	8,248 -25	-0.3%	-$5.7K	0.61%	21
2024 Q2	$1.64M	Buy	8,273 +2,038	+33%	+$356K	0.47%	35
2024 Q1	$1.1M	Buy	6,235 +952	+18%	+$186K	0.39%	40
2023 Q4	$1.31M	Sell	5,283 -254	-5%	-$60.4K	0.58%	27
2023 Q3	$1.39M	Buy	+5,537	New	+$1.42M	0.74%	18

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

Annis Gardner Whiting Capital Advisors's TSLA Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Tesla (TSLA) stake by 12% in Q1 2026, selling an estimated $475K and leaving 8,709 shares worth $3.24M. The position accounts for 0.52% of the portfolio, ranked #27.

Annis Gardner Whiting Capital Advisors first reported a position in TSLA in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.43M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 8,709 shares of Tesla worth $3.24M as of Q1 2026.
Annis Gardner Whiting Capital Advisors sold 1,153 Tesla shares in Q1 2026, an estimated $475K.
Tesla made up 0.52% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #27 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Tesla in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Tesla position peaked at $4.43M in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.