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Claris Financial’s Tesla TSLA Stock Holding History

Claris Financial’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 		$1.37M Sell
3,675
-46
-1% -$18.9K 0.75% 31
2025
Q4 		$1.67M Buy
3,721
+201
+6% +$89.1K 0.89% 21
2025
Q3 		$1.57M Buy
3,520
+232
+7% +$80.5K 0.89% 19
2025
Q2 		$1.04M Sell
3,288
-89
-3% -$26.8K 0.79% 32
2025
Q1 		$1.36M Hold
3,377
– – 0.9% 20
2024
Q4 		$1.36M Buy
+3,377
New +$1.09M 0.9% 20

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

Claris Financial's TSLA Position: Q1 2026 in Review

Claris Financial reduced its Tesla (TSLA) stake by 1.2% in Q1 2026, selling an estimated $18.9K and leaving 3,675 shares worth $1.37M. The position accounts for 0.75% of the portfolio, ranked #31.

Claris Financial first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Claris Financial held 3,675 shares of Tesla worth $1.37M as of Q1 2026.
  • Claris Financial sold 46 Tesla shares in Q1 2026, an estimated $18.9K.
  • Tesla made up 0.75% of Claris Financial's portfolio in Q1 2026, its #31 holding.
  • Claris Financial first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Tesla position peaked at $1.67M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.