Financial Gravity Asset Management’s Tesla TSLA Stock Holding History

Financial Gravity Asset Management’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	$8.77M	Sell	23,592 -94	-0.4%	-$38.7K	1.56%	17
2025 Q4	$10.7M	Buy	23,686 +98	+0.4%	+$43.4K	2.05%	15
2025 Q3	$10.5M	Buy	+23,588	New	+$8.18M	2.07%	15
2025 Q1	$5.71M	Buy	+22,046	New	+$7.35M	1.25%	21
2024 Q2	$4.54M	Buy	22,929 +3,575	+18%	+$625K	1.13%	21
2024 Q1	$4.81M	Hold	19,354	–	–	1.35%	20
2023 Q4	$4.81M	Buy	+19,354	New	+$4.6M	1.35%	20
2021 Q3	$3.44M	Sell	10,266 -8,382	-45%	-$1.97M	1.62%	11
2021 Q2	$4.91M	Buy	+18,648	New	+$4.05M	1.76%	12
2020 Q4	$3.06M	Buy	+12,963	New	+$2.21M	2.8%	10
2019 Q4	$418K	Hold	30	–	–	0.29%	30
2019 Q3	$0	Hold	30	–	–	﹤0.01%	1555
2019 Q2	$0	Hold	30	–	–	﹤0.01%	1663
2019 Q1	$1K	Buy	+30	New	+$602	﹤0.01%	1200
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	1257
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	1286
2018 Q1	$1K	Buy	+30	New	+$660	﹤0.01%	1271

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

Financial Gravity Asset Management's TSLA Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Tesla (TSLA) stake by 0.4% in Q1 2026, selling an estimated $38.7K and leaving 23,592 shares worth $8.77M. The position accounts for 1.56% of the portfolio, ranked #17.

Financial Gravity Asset Management first reported a position in TSLA in Q1 2018 and has held it in 17 quarters since. The position peaked at $10.7M in Q4 2025. 4,202 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Financial Gravity Asset Management held 23,592 shares of Tesla worth $8.77M as of Q1 2026.
Financial Gravity Asset Management sold 94 Tesla shares in Q1 2026, an estimated $38.7K.
Tesla made up 1.56% of Financial Gravity Asset Management's portfolio in Q1 2026, its #17 holding.
Financial Gravity Asset Management first reported a position in Tesla in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Tesla position peaked at $10.7M in Q4 2025.
4,202 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.