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Dynamic Financial Group’s Tesla TSLA Stock Holding History

Dynamic Financial 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 		– Sell
-460
Closed -$207K – 71
2025
Q4 		$207K Sell
460
-300
-39% -$133K 0.18% 65
2025
Q3 		$338K Hold
760
– – 0.29% 44
2025
Q2 		$241K Buy
+760
New +$229K 0.23% 54
2025
Q1 		– Sell
-686
Closed -$277K – 62
2024
Q4 		$277K Buy
+686
New +$221K 0.28% 43

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

Dynamic Financial Group's TSLA Position: Q1 2026 in Review

Dynamic Financial Group sold out of Tesla (TSLA) in Q1 2026, closing a stake of 460 shares — an estimated $207K sold.

Dynamic Financial Group first reported a position in TSLA in Q4 2024 and held it in 4 quarters. The position peaked at $338K in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Dynamic Financial Group reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
  • Dynamic Financial Group sold 460 Tesla shares in Q1 2026, an estimated $207K.
  • Dynamic Financial Group first reported a position in Tesla in Q4 2024 and held it in 4 quarters.
  • Dynamic Financial Group's Tesla position peaked at $338K in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.