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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 		– Sell
-600
Closed -$268K – 2051
2025
Q4 		$268K Sell
600
-1,000
-63% -$443K ﹤0.01% 1472
2025
Q3 		$710K Buy
1,600
+200
+14% +$69.4K 0.01% 775
2025
Q2 		$444K Buy
1,400
+400
+40% +$121K 0.01% 891
2025
Q1 		$259K Buy
1,000
+400
+67% +$133K 0.01% 997
2024
Q4 		$242K Sell
600
-400
-40% -$129K 0.01% 917
2024
Q3 		$260K Buy
1,000
+800
+400% +$182K 0.01% 835
2024
Q2 		$39.6K Buy
200
+100
+100% +$17.5K ﹤0.01% 943
2024
Q1 		$17.6K Hold
100
– – ﹤0.01% 899
2023
Q4 		$24.8K Buy
+100
New +$23.8K ﹤0.01% 837

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

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. 4,174 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.
  • 4,174 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.