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Fi3 Financial Advisors’s Tesla TSLA Stock Holding History

Fi3 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 		$2.21M Buy
5,953
+650
+12% +$268K 0.64% 20
2025
Q4 		$2.38M Buy
5,303
+92
+2% +$40.8K 0.73% 20
2025
Q3 		$2.32M Buy
5,211
+40
+0.8% +$13.9K 0.78% 19
2025
Q2 		$1.64M Buy
5,171
+208
+4% +$62.7K 0.59% 22
2025
Q1 		$1.29M Sell
4,963
-303
-6% -$101K 0.52% 26
2024
Q4 		$2.13M Buy
5,266
+373
+8% +$120K 0.8% 20
2024
Q3 		$1.28M Buy
4,893
+854
+21% +$195K 0.51% 22
2024
Q2 		$799K Buy
4,039
+184
+5% +$32.2K 0.35% 29
2024
Q1 		$698K Sell
3,855
-163
-4% -$31.8K 0.32% 30
2023
Q4 		$998K Sell
4,018
-112
-3% -$26.6K 0.48% 24
2023
Q3 		$1.03M Buy
4,130
+1,023
+33% +$263K 0.56% 22
2023
Q2 		$813K Sell
3,107
-257
-8% -$51.4K 0.43% 24
2023
Q1 		$698K Buy
3,364
+707
+27% +$123K 0.37% 31
2022
Q4 		$327K Buy
2,657
+342
+15% +$64.8K 0.19% 46
2022
Q3 		$614K Buy
2,315
+128
+6% +$35.7K 0.56% 23
2022
Q2 		$518K Buy
2,187
+48
+2% +$13.1K 0.43% 26
2022
Q1 		$768K Buy
2,139
+78
+4% +$24.3K 0.6% 20
2021
Q4 		$726K Buy
2,061
+261
+15% +$87.5K 0.48% 22
2021
Q3 		$465K Buy
1,800
+21
+1% +$4.94K 0.31% 26
2021
Q2 		$421K Buy
1,779
+84
+5% +$18.2K 0.29% 28
2021
Q1 		$377K Buy
+1,695
New +$426K 0.32% 28

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

Fi3 Financial Advisors's TSLA Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Tesla (TSLA) stake by 12% in Q1 2026, buying an estimated $268K and bringing the position to 5,953 shares worth $2.21M. The position accounts for 0.64% of the portfolio, ranked #20.

Fi3 Financial Advisors first reported a position in TSLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.38M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Fi3 Financial Advisors held 5,953 shares of Tesla worth $2.21M as of Q1 2026.
  • Fi3 Financial Advisors bought 650 Tesla shares in Q1 2026, an estimated $268K.
  • Tesla made up 0.64% of Fi3 Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Fi3 Financial Advisors first reported a position in Tesla in Q1 2021 and has held it in 21 quarters since.
  • Fi3 Financial Advisors's Tesla position peaked at $2.38M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.