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HBK Sorce Advisory’s Tesla TSLA Stock Holding History

HBK Sorce Advisory’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 		$11.3M Buy
26,461
+1,240
+5% +$511K 0.22% 40
2025
Q4 		$10.4M Buy
25,221
+258
+1% +$114K 0.24% 43
2025
Q3 		$10.9M Buy
24,963
+1,713
+7% +$594K 0.27% 34
2025
Q2 		$7.39M Buy
23,250
+8
+0% +$2.41K 0.2% 49
2025
Q1 		$6.02M Buy
23,242
+886
+4% +$295K 0.18% 58
2024
Q4 		$9.03M Sell
22,356
-252
-1% -$81.1K 0.27% 38
2024
Q3 		$5.91M Sell
22,608
-171
-0.8% -$39K 0.18% 57
2024
Q2 		$4.51M Buy
22,779
+1,330
+6% +$232K 0.16% 65
2024
Q1 		$3.77M Sell
21,449
-297
-1% -$58K 0.13% 78
2023
Q4 		$5.4M Sell
21,746
-289
-1% -$68.7K 0.21% 55
2023
Q3 		$5.51M Buy
22,035
+171
+0.8% +$43.9K 0.24% 54
2023
Q2 		$5.72M Buy
21,864
+50
+0.2% +$10K 0.24% 56
2023
Q1 		$4.53M Sell
21,814
-9,556
-30% -$1.67M 0.21% 62
2022
Q4 		$3.86M Buy
31,370
+12,131
+63% +$2.3M 0.1% 135
2022
Q3 		$5.1M Buy
19,239
+3,291
+21% +$919K 0.34% 48
2022
Q2 		$3.58M Buy
15,948
+39
+0.2% +$10.6K 0.26% 53
2022
Q1 		$5.71M Sell
15,909
-6,480
-29% -$2.02M 0.31% 50
2021
Q4 		$7.89M Sell
22,389
-477
-2% -$160K 0.4% 39
2021
Q3 		$5.91M Buy
22,866
+2,892
+14% +$681K 0.33% 42
2021
Q2 		$4.53M Buy
19,974
+4,398
+28% +$955K 0.25% 57
2021
Q1 		$3.47M Buy
15,576
+1,287
+9% +$323K 0.21% 75
2020
Q4 		$3.36M Sell
14,289
-5,283
-27% -$902K 0.21% 68
2020
Q3 		$2.8M Sell
19,572
-5,823
-23% -$688K 0.2% 74
2020
Q2 		$1.83M Buy
25,395
+11,115
+78% +$601K 0.14% 111
2020
Q1 		$499K Sell
14,280
-1,620
-10% -$67.2K 0.05% 209
2019
Q4 		$443K Sell
15,900
-390
-2% -$8.46K 0.04% 283
2019
Q3 		$262K Sell
16,290
-585
-3% -$9.16K 0.03% 351
2019
Q2 		$251K Buy
16,875
+3,285
+24% +$51.1K 0.02% 350
2019
Q1 		$254K Sell
13,590
-180
-1% -$3.61K 0.03% 363
2018
Q4 		$306K Sell
13,770
-135
-1% -$2.9K 0.04% 295
2018
Q3 		$245K Sell
13,905
-15,120
-52% -$315K 0.03% 335
2018
Q2 		$664K Buy
29,025
+1,065
+4% +$21.6K 0.08% 182
2018
Q1 		$494K Sell
27,960
-6,930
-20% -$152K 0.06% 213
2017
Q4 		$724K Buy
34,890
+1,140
+3% +$24.8K 0.09% 170
2017
Q3 		$767K Buy
33,750
+3,225
+11% +$74.4K 0.12% 122
2017
Q2 		$736K Sell
30,525
-360
-1% -$7.92K 0.12% 124
2017
Q1 		$573K Buy
30,885
+3,015
+11% +$51K 0.1% 156
2016
Q4 		$397K Buy
27,870
+1,170
+4% +$15.4K 0.07% 187
2016
Q3 		$363K Buy
26,700
+2,985
+13% +$43.1K 0.07% 189
2016
Q2 		$336K Buy
23,715
+1,305
+6% +$19.8K 0.07% 194
2016
Q1 		$343K Buy
+22,410
New +$295K 0.08% 169

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

HBK Sorce Advisory's TSLA Position: Q1 2026 in Review

HBK Sorce Advisory increased its Tesla (TSLA) stake by 4.9% in Q1 2026, buying an estimated $511K and bringing the position to 26,461 shares worth $11.3M. The position accounts for 0.22% of the portfolio, ranked #40.

HBK Sorce Advisory first reported a position in TSLA in Q1 2016 and has held it in 41 quarters since. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • HBK Sorce Advisory held 26,461 shares of Tesla worth $11.3M as of Q1 2026.
  • HBK Sorce Advisory bought 1,240 Tesla shares in Q1 2026, an estimated $511K.
  • Tesla made up 0.22% of HBK Sorce Advisory's portfolio in Q1 2026, its #40 holding.
  • HBK Sorce Advisory first reported a position in Tesla in Q1 2016 and has held it in 41 quarters since.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.