Delta Financial Advisors’s Tesla TSLA Stock Holding History

Delta 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	$468K	Hold	1,260	–	–	0.12%	116
2025 Q4	$567K	Sell	1,260 -100	-7%	-$44.3K	0.15%	108
2025 Q3	$605K	Hold	1,360	–	–	0.17%	101
2025 Q2	$432K	Hold	1,360	–	–	0.15%	89
2025 Q1	$352K	Sell	1,360 -1,000	-42%	-$333K	0.13%	95
2024 Q4	$953K	Hold	2,360	–	–	0.35%	71
2024 Q3	$617K	Hold	2,360	–	–	0.22%	85
2024 Q2	$467K	Hold	2,360	–	–	0.18%	87
2024 Q1	$415K	Sell	2,360 -39	-2%	-$7.62K	0.16%	92
2023 Q4	$596K	Hold	2,399	–	–	0.26%	85
2023 Q3	$600K	Hold	2,399	–	–	0.27%	82
2023 Q2	$628K	Hold	2,399	–	–	0.28%	84
2023 Q1	$498K	Buy	2,399 +400	+20%	+$69.8K	0.24%	86
2022 Q4	$246K	Buy	1,999 +385	+24%	+$72.9K	0.12%	106
2022 Q3	$428K	Buy	1,614 +15	+0.9%	+$4.19K	0.23%	87
2022 Q2	$359K	Buy	1,599 +225	+16%	+$61.4K	0.18%	99
2022 Q1	$494K	Buy	1,374 +150	+12%	+$46.7K	0.21%	93
2021 Q4	$431K	Hold	1,224	–	–	0.18%	101
2021 Q3	$316K	Hold	1,224	–	–	0.14%	102
2021 Q2	$277K	Buy	1,224 +60	+5%	+$13K	0.12%	106
2021 Q1	$259K	Buy	1,164 +18	+2%	+$4.52K	0.12%	104
2020 Q4	$270K	Buy	+1,146	New	+$196K	0.14%	103

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Delta Financial Advisors held its Tesla (TSLA) position steady in Q1 2026 at 1,260 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #116.

Delta Financial Advisors first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $953K in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Delta Financial Advisors held 1,260 shares of Tesla worth $468K as of Q1 2026.
Delta Financial Advisors left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.12% of Delta Financial Advisors's portfolio in Q1 2026, its #116 holding.
Delta Financial Advisors first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
Delta Financial Advisors's Tesla position peaked at $953K in Q4 2024.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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