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Breakthru Advisory Services’s Tesla TSLA Stock Holding History

Breakthru Advisory Services’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 		$596K Sell
1,603
-513
-24% -$211K 0.96% 24
2025
Q4 		$952K Buy
2,116
+239
+13% +$106K 0.61% 25
2025
Q3 		$835K Buy
+1,877
New +$651K 0.55% 24
2025
Q1 		– Sell
-1,575
Closed -$636K – 49
2024
Q4 		$636K Buy
+1,575
New +$507K 0.58% 22

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

Breakthru Advisory Services's TSLA Position: Q1 2026 in Review

Breakthru Advisory Services reduced its Tesla (TSLA) stake by 24% in Q1 2026, selling an estimated $211K and leaving 1,603 shares worth $596K. The position accounts for 0.96% of the portfolio, ranked #24.

Breakthru Advisory Services first reported a position in TSLA in Q4 2024 and has held it in 4 quarters since. The position peaked at $952K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Breakthru Advisory Services held 1,603 shares of Tesla worth $596K as of Q1 2026.
  • Breakthru Advisory Services sold 513 Tesla shares in Q1 2026, an estimated $211K.
  • Tesla made up 0.96% of Breakthru Advisory Services's portfolio in Q1 2026, its #24 holding.
  • Breakthru Advisory Services first reported a position in Tesla in Q4 2024 and has held it in 4 quarters since.
  • Breakthru Advisory Services's Tesla position peaked at $952K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.