Cerity Partners’s Tesla TSLA Stock Holding History

Cerity Partners’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	$929K	Buy	+2,500	New	+$1.03M	﹤0.01%	1905

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

Cerity Partners's TSLA Position: Q1 2026 in Review

Cerity Partners reduced its Tesla (TSLA) stake by 43% in Q1 2026, selling an estimated $193M and leaving 612,977 shares worth $228M. The position accounts for 0.32% of the portfolio, ranked #58.

Cerity Partners first reported a position in TSLA in Q1 2017 and has held it in 36 quarters since. The position peaked at $486M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Cerity Partners held 612,977 shares of Tesla worth $228M as of Q1 2026.
Cerity Partners sold 468,568 Tesla shares in Q1 2026, an estimated $193M.
Tesla made up 0.32% of Cerity Partners's portfolio in Q1 2026, its #58 holding.
Cerity Partners first reported a position in Tesla in Q1 2017 and has held it in 36 quarters since.
Cerity Partners's Tesla position peaked at $486M in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.