Dougherty & Associates’s Tesla TSLA Stock Holding History

Dougherty & Associates’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	-473	Closed	-$213K	–	55
2025 Q4	$213K	Buy	+473	New	+$210K	0.19%	55

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dougherty & Associates's TSLA Position: Q1 2026 in Review

Dougherty & Associates sold out of Tesla (TSLA) in Q1 2026, closing a stake of 473 shares — an estimated $213K sold.

Dougherty & Associates first reported a position in TSLA in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 4,201 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Dougherty & Associates reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
Dougherty & Associates sold 473 Tesla shares in Q1 2026, an estimated $213K.
Dougherty & Associates first reported a position in Tesla in Q4 2025 and held it in 1 quarter.
Dougherty & Associates's Tesla position peaked at $213K in Q4 2025.
4,201 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Dougherty & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.