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Compass Financial Group (South Dakota)’s Tesla TSLA Stock Holding History

Compass Financial Group (South Dakota)’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 		$445K Buy
1,198
+297
+33% +$122K 0.06% 64
2025
Q4 		$405K Buy
901
+148
+20% +$65.6K 0.06% 62
2025
Q3 		$335K Hold
753
– – 0.05% 73
2025
Q2 		$239K Buy
+753
New +$227K 0.04% 85
2025
Q1 		– Sell
-724
Closed -$292K – 98
2024
Q4 		$292K Sell
724
-48
-6% -$15.4K 0.06% 73
2024
Q3 		$202K Buy
+772
New +$176K 0.04% 90
2023
Q3 		– Sell
-852
Closed -$223K – 98
2023
Q2 		$223K Buy
+852
New +$170K 0.07% 89

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

Compass Financial Group (South Dakota)'s TSLA Position: Q1 2026 in Review

Compass Financial Group (South Dakota) increased its Tesla (TSLA) stake by 33% in Q1 2026, buying an estimated $122K and bringing the position to 1,198 shares worth $445K. The position accounts for 0.06% of the portfolio, ranked #64.

Compass Financial Group (South Dakota) first reported a position in TSLA in Q2 2023 and has held it in 7 quarters since. 4,178 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Compass Financial Group (South Dakota) held 1,198 shares of Tesla worth $445K as of Q1 2026.
  • Compass Financial Group (South Dakota) bought 297 Tesla shares in Q1 2026, an estimated $122K.
  • Tesla made up 0.06% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #64 holding.
  • Compass Financial Group (South Dakota) first reported a position in Tesla in Q2 2023 and has held it in 7 quarters since.
  • 4,178 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.