CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Tesla TSLA Stock Holding History

CAPTRUST Financial 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
2023
Q4 		– Sell
-1,000
Closed -$250 – 2798
2023
Q3 		$250 Buy
+1,000
New +$257K ﹤0.01% 2585

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

CAPTRUST Financial Advisors's TSLA Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Tesla (TSLA) stake by 64% in Q1 2026, buying an estimated $42.6M and bringing the position to 265,800 shares worth $98.8M. The position accounts for 0.17% of the portfolio, ranked #114.

CAPTRUST Financial Advisors first reported a position in TSLA in Q4 2017 and has held it in 34 quarters since. The position peaked at $121M in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • CAPTRUST Financial Advisors held 265,800 shares of Tesla worth $98.8M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 103,311 Tesla shares in Q1 2026, an estimated $42.6M.
  • Tesla made up 0.17% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #114 holding.
  • CAPTRUST Financial Advisors first reported a position in Tesla in Q4 2017 and has held it in 34 quarters since.
  • CAPTRUST Financial Advisors's Tesla position peaked at $121M in Q4 2024.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.