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Fortress Financial Group’s Tesla TSLA Stock Holding History

Fortress Financial Group’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 		$1.13M Buy
3,033
+32
+1% +$13.2K 0.83% 26
2025
Q4 		$1.35M Buy
3,001
+12
+0.4% +$5.32K 1% 23
2025
Q3 		$1.33M Hold
2,989
– – 1.02% 24
2025
Q2 		$949K Buy
2,989
+98
+3% +$29.5K 0.8% 25
2025
Q1 		$749K Hold
2,891
– – 0.75% 25
2024
Q4 		$1.17M Buy
+2,891
New +$930K 1.16% 20

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

Fortress Financial Group's TSLA Position: Q1 2026 in Review

Fortress Financial Group increased its Tesla (TSLA) stake by 1.1% in Q1 2026, buying an estimated $13.2K and bringing the position to 3,033 shares worth $1.13M. The position accounts for 0.83% of the portfolio, ranked #26.

Fortress Financial Group first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Fortress Financial Group held 3,033 shares of Tesla worth $1.13M as of Q1 2026.
  • Fortress Financial Group bought 32 Tesla shares in Q1 2026, an estimated $13.2K.
  • Tesla made up 0.83% of Fortress Financial Group's portfolio in Q1 2026, its #26 holding.
  • Fortress Financial Group first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Group's Tesla position peaked at $1.35M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.