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Crestwood Advisors Group’s Tesla TSLA Stock Holding History

Crestwood Advisors Group’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
2017
Q4 		– Sell
-7,500
Closed -$171K – 203
2017
Q3 		$171K Hold
7,500
– – 0.01% 154
2017
Q2 		$168K Hold
7,500
– – 0.01% 149
2017
Q1 		$159K Buy
+7,500
New +$127K 0.01% 155

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

Crestwood Advisors Group's TSLA Position: Q1 2026 in Review

Crestwood Advisors Group increased its Tesla (TSLA) stake by 22% in Q1 2026, buying an estimated $1.81M and bringing the position to 23,968 shares worth $8.91M. The position accounts for 0.15% of the portfolio, ranked #112.

Crestwood Advisors Group first reported a position in TSLA in Q1 2017 and has held it in 31 quarters since. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Crestwood Advisors Group held 23,968 shares of Tesla worth $8.91M as of Q1 2026.
  • Crestwood Advisors Group bought 4,401 Tesla shares in Q1 2026, an estimated $1.81M.
  • Tesla made up 0.15% of Crestwood Advisors Group's portfolio in Q1 2026, its #112 holding.
  • Crestwood Advisors Group first reported a position in Tesla in Q1 2017 and has held it in 31 quarters since.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.