Coastal Bridge Advisors’s Tesla TSLA Stock Holding History

Coastal Bridge 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	$3.76M	Buy	10,103 +639	+7%	+$263K	0.27%	88
2025 Q4	$4.26M	Buy	9,464 +297	+3%	+$132K	0.32%	79
2025 Q3	$4.08M	Sell	9,167 -645	-7%	-$224K	0.31%	83
2025 Q2	$3.12M	Buy	+9,812	New	+$2.96M	0.26%	100
2025 Q1	–	Sell	-3,598	Closed	-$1.45M	–	385
2024 Q4	$1.45M	Buy	3,598 +211	+6%	+$67.9K	0.37%	52
2024 Q3	$886K	Hold	3,387	–	–	0.22%	68
2024 Q2	$670K	Sell	3,387 -261	-7%	-$45.6K	0.17%	79
2024 Q1	$641K	Hold	3,648	–	–	0.15%	86
2023 Q4	$906K	Buy	3,648 +291	+9%	+$69.2K	0.23%	68
2023 Q3	$840K	Buy	3,357 +345	+11%	+$88.6K	0.23%	72
2023 Q2	$788K	Sell	3,012 -100	-3%	-$20K	0.19%	70
2023 Q1	$646K	Sell	3,112 -638	-17%	-$111K	0.16%	74
2022 Q4	$462K	Buy	3,750 +150	+4%	+$28.4K	0.13%	93
2022 Q3	$955K	Buy	3,600 +573	+19%	+$160K	0.26%	54
2022 Q2	$679K	Buy	3,027 +1,500	+98%	+$409K	0.21%	71
2022 Q1	$548K	Sell	1,527 -1,323	-46%	-$412K	0.13%	83
2021 Q4	$837K	Buy	2,850 +1,425	+100%	+$478K	0.17%	72
2021 Q3	$368K	Sell	1,425 -15	-1%	-$3.53K	0.09%	94
2021 Q2	$326K	Hold	1,440	–	–	0.07%	105
2021 Q1	$321K	Buy	1,440 +15	+1%	+$3.77K	0.06%	99
2020 Q4	$335K	Buy	+1,425	New	+$243K	0.07%	92

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

Coastal Bridge Advisors's TSLA Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Tesla (TSLA) stake by 6.8% in Q1 2026, buying an estimated $263K and bringing the position to 10,103 shares worth $3.76M. The position accounts for 0.27% of the portfolio, ranked #88.

Coastal Bridge Advisors first reported a position in TSLA in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.26M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Coastal Bridge Advisors held 10,103 shares of Tesla worth $3.76M as of Q1 2026.
Coastal Bridge Advisors bought 639 Tesla shares in Q1 2026, an estimated $263K.
Tesla made up 0.27% of Coastal Bridge Advisors's portfolio in Q1 2026, its #88 holding.
Coastal Bridge Advisors first reported a position in Tesla in Q4 2020 and has held it in 21 quarters since.
Coastal Bridge Advisors's Tesla position peaked at $4.26M in Q4 2025.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.