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ERTS Wealth Advisors’s Tesla TSLA Stock Holding History

ERTS Wealth 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 		$297K Hold
800
– – 0.09% 26
2025
Q4 		$360K Hold
800
– – 0.11% 25
2025
Q3 		$356K Buy
+800
New +$277K 0.11% 25
2025
Q1 		– Sell
-650
Closed -$262K – 85
2024
Q4 		$262K Buy
+650
New +$209K 0.05% 77

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

ERTS Wealth Advisors's TSLA Position: Q1 2026 in Review

ERTS Wealth Advisors held its Tesla (TSLA) position steady in Q1 2026 at 800 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #26.

ERTS Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 4 quarters since. The position peaked at $360K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • ERTS Wealth Advisors held 800 shares of Tesla worth $297K as of Q1 2026.
  • ERTS Wealth Advisors left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.09% of ERTS Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • ERTS Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 4 quarters since.
  • ERTS Wealth Advisors's Tesla position peaked at $360K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.