Cooper/Haims Advisors
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Cooper/Haims Advisors’s Tesla TSLA Stock Holding History

Cooper/Haims 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
Q3 		– Sell
-492
Closed -$207K – 127
2026
Q2 		$207K Buy
+492
New +$196K 0.09% 109
2024
Q3 		– Sell
-1,440
Closed -$285K – 89
2024
Q2 		$285K Sell
1,440
-456
-24% -$79.7K 0.16% 58
2024
Q1 		$333K Buy
1,896
+372
+24% +$72.7K 0.19% 51
2023
Q4 		$379K Buy
1,524
+37
+2% +$8.79K 0.21% 43
2023
Q3 		$372K Sell
1,487
-579
-28% -$149K 0.29% 42
2023
Q2 		$541K Sell
2,066
-46
-2% -$9.2K 0.41% 30
2023
Q1 		$438K Sell
2,112
-139
-6% -$24.2K 0.35% 36
2022
Q4 		$277K Buy
2,251
+87
+4% +$16.5K 0.2% 50
2022
Q3 		$574K Buy
2,164
+7
+0.3% +$1.96K 0.48% 28
2022
Q2 		$484K Sell
2,157
-102
-5% -$27.8K 0.32% 35
2022
Q1 		$811K Sell
2,259
-39
-2% -$12.1K 0.53% 26
2021
Q4 		$809K Hold
2,298
– – 0.5% 29
2021
Q3 		$594K Sell
2,298
-471
-17% -$111K 0.36% 34
2021
Q2 		$627K Buy
2,769
+153
+6% +$33.2K 0.41% 30
2021
Q1 		$582K Buy
2,616
+228
+10% +$57.2K 0.41% 28
2020
Q4 		$562K Buy
2,388
+57
+2% +$9.7K 0.43% 26
2020
Q3 		$333K Buy
+2,331
New +$275K 0.27% 39

Other funds holding TSLA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cooper/Haims Advisors's TSLA Position: Q3 2026 in Review

Cooper/Haims Advisors sold out of Tesla (TSLA) in Q3 2026, closing a stake of 492 shares — an estimated $207K sold.

Cooper/Haims Advisors first reported a position in TSLA in Q3 2020 and held it in 17 quarters. The position peaked at $811K in Q1 2022. 3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Cooper/Haims Advisors reported no remaining Tesla position as of Q3 2026 after selling out during the quarter.
  • Cooper/Haims Advisors sold 492 Tesla shares in Q3 2026, an estimated $207K.
  • Cooper/Haims Advisors first reported a position in Tesla in Q3 2020 and held it in 17 quarters.
  • Cooper/Haims Advisors's Tesla position peaked at $811K in Q1 2022.
  • 3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.