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Equitable Trust’s Tesla TSLA Stock Holding History

Equitable Trust’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 		$6.09M Buy
16,377
+569
+4% +$234K 0.28% 72
2025
Q4 		$7.11M Buy
15,808
+137
+0.9% +$60.7K 0.32% 62
2025
Q3 		$6.97M Buy
15,671
+258
+2% +$89.5K 0.32% 62
2025
Q2 		$4.9M Buy
15,413
+4,882
+46% +$1.47M 0.24% 80
2025
Q1 		$2.73M Buy
10,531
+389
+4% +$130K 0.15% 129
2024
Q4 		$4.1M Buy
10,142
+1,192
+13% +$384K 0.23% 88
2024
Q3 		$2.34M Buy
8,950
+3,943
+79% +$899K 0.15% 133
2024
Q2 		$991K Buy
5,007
+1,226
+32% +$214K 0.07% 198
2024
Q1 		$665K Buy
3,781
+849
+29% +$166K 0.05% 251
2023
Q4 		$729K Buy
2,932
+98
+3% +$23.3K 0.05% 224
2023
Q3 		$709K Buy
2,834
+127
+5% +$32.6K 0.06% 207
2023
Q2 		$709K Hold
2,707
– – 0.05% 213
2023
Q1 		$562K Hold
2,707
– – 0.04% 236
2022
Q4 		$333K Hold
2,707
– – 0.03% 320
2022
Q3 		$718K Buy
2,707
+178
+7% +$49.7K 0.06% 203
2022
Q2 		$568K Buy
2,529
+378
+18% +$103K 0.04% 237
2022
Q1 		$773K Hold
2,151
– – 0.05% 200
2021
Q4 		$758K Buy
2,151
+12
+0.6% +$4.03K 0.05% 200
2021
Q3 		$553K Hold
2,139
– – 0.04% 228
2021
Q2 		$485K Hold
2,139
– – 0.03% 250
2021
Q1 		$476K Sell
2,139
-945
-31% -$237K 0.04% 250
2020
Q4 		$725K Sell
3,084
-1,746
-36% -$298K 0.05% 213
2020
Q3 		$691K Sell
4,830
-840
-15% -$99.2K 0.06% 200
2020
Q2 		$408K Sell
5,670
-1,755
-24% -$94.9K 0.04% 236
2020
Q1 		$259K Sell
7,425
-3,015
-29% -$125K 0.03% 271
2019
Q4 		$291K Buy
+10,440
New +$226K 0.03% 247
2019
Q1 		– Sell
-9,870
Closed -$219K – 278
2018
Q4 		$219K Buy
+9,870
New +$212K 0.03% 252
2018
Q3 		– Sell
-10,470
Closed -$239K – 305
2018
Q2 		$239K Buy
+10,470
New +$213K 0.03% 240

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

Equitable Trust's TSLA Position: Q1 2026 in Review

Equitable Trust increased its Tesla (TSLA) stake by 3.6% in Q1 2026, buying an estimated $234K and bringing the position to 16,377 shares worth $6.09M. The position accounts for 0.28% of the portfolio, ranked #72.

Equitable Trust first reported a position in TSLA in Q2 2018 and has held it in 28 quarters since. The position peaked at $7.11M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Equitable Trust held 16,377 shares of Tesla worth $6.09M as of Q1 2026.
  • Equitable Trust bought 569 Tesla shares in Q1 2026, an estimated $234K.
  • Tesla made up 0.28% of Equitable Trust's portfolio in Q1 2026, its #72 holding.
  • Equitable Trust first reported a position in Tesla in Q2 2018 and has held it in 28 quarters since.
  • Equitable Trust's Tesla position peaked at $7.11M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.