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Caerus Investment Advisors’s Tesla TSLA Stock Holding History

Caerus Investment 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
Q2 		$2.31M Buy
5,482
+3,304
+152% +$1.31M 0.77% 23
2026
Q1 		$810K Sell
2,178
-1,085
-33% -$447K 0.34% 51
2025
Q4 		$1.47M Buy
3,263
+383
+13% +$170K 0.48% 35
2025
Q3 		$1.28M Buy
+2,880
New +$999K 0.52% 27
2024
Q4 		– Sell
-5,397
Closed -$1.41M – 32
2024
Q3 		$1.41M Sell
5,397
-270
-5% -$61.6K 1.34% 14
2024
Q2 		$1.12M Sell
5,667
-7,918
-58% -$1.38M 1.1% 15
2024
Q1 		$2.39M Sell
13,585
-810
-6% -$158K 2.3% 14
2023
Q4 		$3.58M Buy
14,395
+49
+0.3% +$11.6K 3.42% 11
2023
Q3 		$3.59M Hold
14,346
– – 3.69% 10
2023
Q2 		$3.76M Hold
14,346
– – 4.25% 9
2023
Q1 		$2.98M Sell
14,346
-147
-1% -$25.6K 3.43% 11
2022
Q4 		$1.79M Sell
14,493
-237
-2% -$44.9K 2.7% 10
2022
Q3 		$3.91M Hold
14,730
– – 4.92% 8
2022
Q2 		$3.31M Hold
14,730
– – 4.01% 9
2022
Q1 		$3.87M Buy
14,730
+2,976
+25% +$927K 4.68% 9
2021
Q4 		$4.14M Buy
+11,754
New +$3.94M 4.48% 7

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caerus Investment Advisors's TSLA Position: Q2 2026 in Review

Caerus Investment Advisors increased its Tesla (TSLA) stake by 152% in Q2 2026, buying an estimated $1.31M and bringing the position to 5,482 shares worth $2.31M. The position accounts for 0.77% of the portfolio, ranked #23.

Caerus Investment Advisors first reported a position in TSLA in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.14M in Q4 2021. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Caerus Investment Advisors held 5,482 shares of Tesla worth $2.31M as of Q2 2026.
  • Caerus Investment Advisors bought 3,304 Tesla shares in Q2 2026, an estimated $1.31M.
  • Tesla made up 0.77% of Caerus Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Caerus Investment Advisors first reported a position in Tesla in Q4 2021 and has held it in 16 quarters since.
  • Caerus Investment Advisors's Tesla position peaked at $4.14M in Q4 2021.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.