Concurrent Investment Advisors’s Tesla TSLA Stock Holding History

Concurrent Investment 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	$30.3M	Sell	82,147 -2,236	-3%	-$921K	0.33%	55
2025 Q4	$37.7M	Buy	84,383 +17,636	+26%	+$7.82M	0.43%	41
2025 Q3	$29.4M	Sell	66,747 -271	-0.4%	-$94K	0.5%	38
2025 Q2	$21.1M	Buy	67,018 +10,838	+19%	+$3.27M	0.41%	48
2025 Q1	$14.4M	Sell	56,180 -2,615	-4%	-$871K	0.35%	58
2024 Q4	$23.5M	Buy	58,795 +12,593	+27%	+$4.05M	0.63%	30
2024 Q3	$11.9M	Sell	46,202 -58,081	-56%	-$13.2M	0.35%	66
2024 Q2	$20.6M	Buy	104,283 +10,845	+12%	+$1.9M	0.68%	26
2024 Q1	$6.64M	Buy	93,438 +8,315	+10%	+$1.62M	0.27%	90
2023 Q4	$7.29M	Buy	+85,123	New	+$20.2M	0.34%	68

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

Concurrent Investment Advisors's TSLA Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Tesla (TSLA) stake by 2.6% in Q1 2026, selling an estimated $921K and leaving 82,147 shares worth $30.3M. The position accounts for 0.33% of the portfolio, ranked #55.

Concurrent Investment Advisors first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $37.7M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Concurrent Investment Advisors held 82,147 shares of Tesla worth $30.3M as of Q1 2026.
Concurrent Investment Advisors sold 2,236 Tesla shares in Q1 2026, an estimated $921K.
Tesla made up 0.33% of Concurrent Investment Advisors's portfolio in Q1 2026, its #55 holding.
Concurrent Investment Advisors first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Tesla position peaked at $37.7M in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.