FP
TSLA icon

Financial Perspectives’s Tesla TSLA Stock Holding History

Financial Perspectives’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 		$3.21M Hold
8,627
– – 0.9% 23
2025
Q4 		$3.88M Buy
8,627
+389
+5% +$172K 1.05% 22
2025
Q3 		$3.66M Hold
8,238
– – 1.02% 22
2025
Q2 		$2.62M Sell
8,238
-419
-5% -$126K 0.79% 27
2025
Q1 		$2.24M Buy
8,657
+817
+10% +$272K 0.77% 30
2024
Q4 		$3.17M Buy
7,840
+77
+1% +$24.8K 1.06% 23
2024
Q3 		$2.03M Buy
7,763
+26
+0.3% +$5.93K 0.7% 29
2024
Q2 		$1.53M Buy
7,737
+117
+2% +$20.4K 0.57% 36
2024
Q1 		$1.34M Buy
7,620
+143
+2% +$27.9K 0.51% 38
2023
Q4 		$1.86M Hold
7,477
– – 0.75% 28
2023
Q3 		$1.87M Hold
7,477
– – 0.86% 25
2023
Q2 		$1.96M Buy
7,477
+120
+2% +$24K 0.86% 24
2023
Q1 		$1.53M Buy
7,357
+278
+4% +$48.5K 0.73% 29
2022
Q4 		$872K Buy
7,079
+3,241
+84% +$614K 0.45% 40
2022
Q3 		$1.02M Buy
3,838
+166
+5% +$46.4K 0.57% 31
2022
Q2 		$824K Buy
3,672
+6
+0.2% +$1.64K 0.46% 35
2022
Q1 		$1.32M Buy
3,666
+105
+3% +$32.7K 0.61% 27
2021
Q4 		$1.25M Buy
3,561
+447
+14% +$150K 0.59% 30
2021
Q3 		$805K Buy
3,114
+12
+0.4% +$2.82K 0.41% 44
2021
Q2 		$703K Sell
3,102
-1,048,887
-100% -$228M 0.34% 52
2021
Q1 		$525K Buy
1,051,989
+1,050,414
+66,693% +$264M 0.03% 279
2020
Q4 		$370K Buy
1,575
+540
+52% +$92.2K 0.21% 71
2020
Q3 		$148K Hold
1,035
– – 0.1% 120
2020
Q2 		$74.5K Hold
1,035
– – 0.05% 156
2020
Q1 		$36.2K Buy
+1,035
New +$42.9K 0.03% 186

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

Financial Perspectives's TSLA Position: Q1 2026 in Review

Financial Perspectives held its Tesla (TSLA) position steady in Q1 2026 at 8,627 shares worth $3.21M. The position accounts for 0.9% of the portfolio, ranked #23.

Financial Perspectives first reported a position in TSLA in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.88M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Financial Perspectives held 8,627 shares of Tesla worth $3.21M as of Q1 2026.
  • Financial Perspectives left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.9% of Financial Perspectives's portfolio in Q1 2026, its #23 holding.
  • Financial Perspectives first reported a position in Tesla in Q1 2020 and has held it in 25 quarters since.
  • Financial Perspectives's Tesla position peaked at $3.88M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.