Coppell Advisory Solutions’s Tesla TSLA Stock Holding History

Coppell Advisory Solutions’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	-9,637	Closed	-$4.38M	–	326
2025 Q4	$4.38M	Buy	9,637 +52	+0.5%	+$23.1K	0.43%	42
2025 Q3	$4.25M	Sell	9,585 -21,002	-69%	-$7.28M	0.45%	41
2025 Q2	$9.9M	Buy	30,587 +21,853	+250%	+$6.58M	1.18%	19
2025 Q1	$2.55M	Sell	8,734 -41,729	-83%	-$13.9M	0.35%	59
2024 Q4	$21.1M	Sell	50,463 -64,273	-56%	-$20.7M	2.95%	6
2024 Q3	$29.9M	Buy	114,736 +112,537	+5,118%	+$25.7M	4.4%	3
2024 Q2	$435K	Buy	+2,199	New	+$384K	0.07%	165
2023 Q4	$475K	Buy	1,910 +1,262	+195%	+$300K	0.09%	162
2023 Q3	$79.8K	Sell	648 -226	-26%	-$58.1K	0.03%	235
2023 Q2	$225K	Buy	+874	New	+$175K	0.06%	178
2023 Q1	–	Sell	-648	Closed	-$79.8K	–	1002
2022 Q4	$79.8K	Buy	+648	New	+$123K	0.03%	239
2020 Q4	$474K	Buy	+2,013	New	+$344K	0.24%	100

Other funds holding TSLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return