Chase Investment Counsel’s Tesla TSLA Stock Holding History

Chase Investment Counsel’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	$275K	Sell	742 -526	-41%	-$217K	0.07%	129
2025 Q4	$570K	Buy	+1,268	New	+$562K	0.16%	91
2023 Q4	–	Sell	-7,641	Closed	-$1.91M	–	137
2023 Q3	$1.91M	Hold	7,641	–	–	0.95%	43
2023 Q2	$2M	Sell	7,641 -324	-4%	-$64.8K	1.01%	44
2023 Q1	$1.65M	Sell	7,965 -3,750	-32%	-$654K	0.91%	46
2022 Q4	$1.44M	Sell	11,715 -11,301	-49%	-$2.14M	0.88%	50
2022 Q3	$6.1M	Buy	23,016 +11,301	+96%	+$3.16M	3.86%	5
2022 Q2	$2.63M	Hold	11,715	–	–	1.42%	27
2022 Q1	$4.21M	Buy	11,715 +2,715	+30%	+$846K	1.84%	15
2021 Q4	$3.17M	Hold	9,000	–	–	1.27%	33
2021 Q3	$2.33M	Hold	9,000	–	–	1%	41
2021 Q2	$2.04M	Hold	9,000	–	–	0.84%	47
2021 Q1	$2M	Hold	9,000	–	–	0.92%	48
2020 Q4	$2.12M	Hold	9,000	–	–	0.93%	46
2020 Q3	$1.29M	Hold	9,000	–	–	0.64%	51
2020 Q2	$647K	Buy	+9,000	New	+$487K	0.33%	58

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

Chase Investment Counsel's TSLA Position: Q1 2026 in Review

Chase Investment Counsel reduced its Tesla (TSLA) stake by 41% in Q1 2026, selling an estimated $217K and leaving 742 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #129.

Chase Investment Counsel first reported a position in TSLA in Q2 2020 and has held it in 16 quarters since. The position peaked at $6.1M in Q3 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Chase Investment Counsel held 742 shares of Tesla worth $275K as of Q1 2026.
Chase Investment Counsel sold 526 Tesla shares in Q1 2026, an estimated $217K.
Tesla made up 0.07% of Chase Investment Counsel's portfolio in Q1 2026, its #129 holding.
Chase Investment Counsel first reported a position in Tesla in Q2 2020 and has held it in 16 quarters since.
Chase Investment Counsel's Tesla position peaked at $6.1M in Q3 2022.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.