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Davies Financial Advisors’s Tesla TSLA Stock Holding History

Davies Financial 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
-899
Closed -$404K – 41
2025
Q4 		$404K Sell
899
-1,814
-67% -$804K 0.75% 26
2025
Q3 		$1.21M Sell
2,713
-206
-7% -$71.4K 0.98% 26
2025
Q2 		$927K Buy
2,919
+215
+8% +$64.8K 0.72% 32
2025
Q1 		$701K Buy
2,704
+32
+1% +$10.7K 0.6% 37
2024
Q4 		$1.08M Sell
2,672
-928
-26% -$299K 0.92% 26
2024
Q3 		$942K Buy
3,600
+459
+15% +$105K 0.82% 30
2024
Q2 		$622K Buy
3,141
+526
+20% +$91.9K 0.58% 40
2024
Q1 		$460K Buy
+2,615
New +$511K 0.47% 40

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

Davies Financial Advisors's TSLA Position: Q1 2026 in Review

Davies Financial Advisors sold out of Tesla (TSLA) in Q1 2026, closing a stake of 899 shares — an estimated $404K sold.

Davies Financial Advisors first reported a position in TSLA in Q1 2024 and held it in 8 quarters. The position peaked at $1.21M in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Davies Financial Advisors reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
  • Davies Financial Advisors sold 899 Tesla shares in Q1 2026, an estimated $404K.
  • Davies Financial Advisors first reported a position in Tesla in Q1 2024 and held it in 8 quarters.
  • Davies Financial Advisors's Tesla position peaked at $1.21M in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.