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 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 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

Caerus Investment Advisors's TSLA Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Tesla (TSLA) stake by 33% in Q1 2026, selling an estimated $447K and leaving 2,178 shares worth $810K. The position accounts for 0.34% of the portfolio, ranked #51.

Caerus Investment Advisors first reported a position in TSLA in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.14M in Q4 2021. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Caerus Investment Advisors held 2,178 shares of Tesla worth $810K as of Q1 2026.
Caerus Investment Advisors sold 1,085 Tesla shares in Q1 2026, an estimated $447K.
Tesla made up 0.34% of Caerus Investment Advisors's portfolio in Q1 2026, its #51 holding.
Caerus Investment Advisors first reported a position in Tesla in Q4 2021 and has held it in 15 quarters since.
Caerus Investment Advisors's Tesla position peaked at $4.14M in Q4 2021.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.