Fortis Capital Advisors’s Tesla TSLA Stock Holding History

Fortis Capital 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	$5.48M	Sell	14,747 -1,305	-8%	-$538K	0.72%	29
2025 Q4	$7.22M	Buy	16,052 +1,275	+9%	+$565K	1.07%	21
2025 Q3	$6.57M	Buy	14,777 +623	+4%	+$216K	1.04%	20
2025 Q2	$4.5M	Sell	14,154 -1,044	-7%	-$315K	0.8%	24
2025 Q1	$3.94M	Sell	15,198 -4,090	-21%	-$1.36M	0.8%	20
2024 Q4	$4.13M	Buy	19,288 +4,303	+29%	+$1.38M	1.41%	10
2024 Q3	$3.92M	Sell	14,985 -4,758	-24%	-$1.09M	1.31%	10
2024 Q2	$3.91M	Sell	19,743 -117	-0.6%	-$20.4K	1.41%	10
2024 Q1	$3.49M	Buy	19,860 +17,890	+908%	+$3.5M	1.47%	11
2023 Q4	$316K	Sell	1,970 -23,794	-92%	-$5.65M	0.17%	83
2023 Q3	$6.45M	Buy	25,764 +1,343	+5%	+$345K	4.13%	6
2023 Q2	$6.39M	Buy	24,421 +2,967	+14%	+$593K	3.75%	6
2023 Q1	$4.45M	Buy	21,454 +5,981	+39%	+$1.04M	2.38%	8
2022 Q4	$1.91M	Buy	+15,473	New	+$2.93M	1.14%	17

Other funds holding TSLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return