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Curtis Advisory Group’s Tesla TSLA Stock Holding History

Curtis Advisory 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
2026
Q1 		$525K Hold
1,413
– – 0.11% 86
2025
Q4 		$635K Sell
1,413
-55
-4% -$24.4K 0.13% 79
2025
Q3 		$653K Buy
1,468
+255
+21% +$88.4K 0.15% 68
2025
Q2 		$385K Sell
1,213
-32
-3% -$9.64K 0.1% 84
2025
Q1 		$323K Buy
1,245
+60
+5% +$20K 0.09% 84
2024
Q4 		$479K Sell
1,185
-221
-16% -$71.1K 0.13% 67
2024
Q3 		$368K Sell
1,406
-76
-5% -$17.3K 0.1% 74
2024
Q2 		$293K Sell
1,482
-51
-3% -$8.91K 0.1% 79
2024
Q1 		$269K Hold
1,533
– – 0.1% 80
2023
Q4 		$381K Sell
1,533
-43
-3% -$10.2K 0.17% 67
2023
Q3 		$394K Hold
1,576
– – 0.13% 66
2023
Q2 		$413K Hold
1,576
– – 0.13% 65
2023
Q1 		$327K Buy
+1,576
New +$275K 0.12% 66
2022
Q4 		– Sell
-1,503
Closed -$399K – 94
2022
Q3 		$399K Buy
1,503
+57
+4% +$15.9K 0.16% 60
2022
Q2 		$325K Buy
1,446
+15
+1% +$4.09K 0.13% 65
2022
Q1 		$514K Buy
1,431
+600
+72% +$187K 0.17% 50
2021
Q4 		$293K Sell
831
-21
-2% -$7.04K 0.1% 72
2021
Q3 		$220K Buy
+852
New +$201K 0.08% 71
2021
Q1 		– Sell
-1,263
Closed -$297K – 77
2020
Q4 		$297K Buy
+1,263
New +$216K 0.14% 53
2020
Q3 		– Sell
-2,790
Closed -$201K – 61
2020
Q2 		$201K Buy
+2,790
New +$151K 0.14% 56

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

Curtis Advisory Group's TSLA Position: Q1 2026 in Review

Curtis Advisory Group held its Tesla (TSLA) position steady in Q1 2026 at 1,413 shares worth $525K. The position accounts for 0.11% of the portfolio, ranked #86.

Curtis Advisory Group first reported a position in TSLA in Q2 2020 and has held it in 20 quarters since. The position peaked at $653K in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Curtis Advisory Group held 1,413 shares of Tesla worth $525K as of Q1 2026.
  • Curtis Advisory Group left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.11% of Curtis Advisory Group's portfolio in Q1 2026, its #86 holding.
  • Curtis Advisory Group first reported a position in Tesla in Q2 2020 and has held it in 20 quarters since.
  • Curtis Advisory Group's Tesla position peaked at $653K in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.