FCM
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Fortis Capital Management’s Tesla TSLA Stock Holding History

Fortis Capital 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
2023
Q4 		– Hold
0
– -$676K – 142
2023
Q3 		– Hold
0
– – – 88
2023
Q2 		– Sell
-2,700
Closed -$540K – 61
2023
Q1 		$560K Hold
2,700
– – 0.23% 62
2022
Q4 		$333K Hold
2,700
– – 0.25% 70
2022
Q3 		$716K Hold
2,700
– – 0.61% 48
2022
Q2 		$606K Sell
2,700
-1,800
-40% -$491K 0.6% 55
2022
Q1 		$1.62M Buy
4,500
+2,400
+114% +$748K 0.83% 33
2021
Q4 		$740K Sell
2,100
-1,500
-42% -$503K 0.38% 54
2021
Q3 		$931K Sell
3,600
-300
-8% -$70.6K 0.5% 73
2021
Q2 		$884K Buy
+3,900
New +$847K 0.45% 72

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fortis Capital Management's TSLA Position: Q1 2026 in Review

Fortis Capital Management increased its Tesla (TSLA) stake by 2.8% in Q1 2026, buying an estimated $297K and bringing the position to 26,296 shares worth $9.78M. The position accounts for 1% of the portfolio, ranked #20.

Fortis Capital Management first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.5M in Q4 2025. 4,185 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Fortis Capital Management held 26,296 shares of Tesla worth $9.78M as of Q1 2026.
  • Fortis Capital Management bought 720 Tesla shares in Q1 2026, an estimated $297K.
  • Tesla made up 1% of Fortis Capital Management's portfolio in Q1 2026, its #20 holding.
  • Fortis Capital Management first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • Fortis Capital Management's Tesla position peaked at $11.5M in Q4 2025.
  • 4,185 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.