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Compass Financial Services’s Tesla TSLA Stock Holding History

Compass Financial Services’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 		– Sell
-89
Closed -$40K – 254
2025
Q4 		$40K Sell
89
-205
-70% -$90.9K 0.02% 112
2025
Q3 		$131K Hold
294
– – 0.06% 67
2025
Q2 		$93.4K Buy
294
+87
+42% +$26.2K 0.05% 70
2025
Q1 		$53.6K Buy
+207
New +$69K 0.03% 76

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 Services's TSLA Position: Q1 2026 in Review

Compass Financial Services sold out of Tesla (TSLA) in Q1 2026, closing a stake of 89 shares — an estimated $40K sold.

Compass Financial Services first reported a position in TSLA in Q1 2025 and held it in 4 quarters. The position peaked at $131K in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Compass Financial Services reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 89 Tesla shares in Q1 2026, an estimated $40K.
  • Compass Financial Services first reported a position in Tesla in Q1 2025 and held it in 4 quarters.
  • Compass Financial Services's Tesla position peaked at $131K in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.