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Helium Advisors’s Tesla TSLA Stock Holding History

Helium 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 		$555K Buy
1,493
+362
+32% +$149K 0.53% 46
2025
Q4 		$508K Sell
1,131
-172
-13% -$76.2K 0.51% 44
2025
Q3 		$579K Sell
1,303
-66
-5% -$22.9K 0.48% 41
2025
Q2 		$435K Buy
1,369
+239
+21% +$72K 0.27% 56
2025
Q1 		$293K Sell
1,130
-431
-28% -$144K 0.21% 71
2024
Q4 		$630K Buy
+1,561
New +$502K 0.5% 38

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

Helium Advisors's TSLA Position: Q1 2026 in Review

Helium Advisors increased its Tesla (TSLA) stake by 32% in Q1 2026, buying an estimated $149K and bringing the position to 1,493 shares worth $555K. The position accounts for 0.53% of the portfolio, ranked #46.

Helium Advisors first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $630K in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Helium Advisors held 1,493 shares of Tesla worth $555K as of Q1 2026.
  • Helium Advisors bought 362 Tesla shares in Q1 2026, an estimated $149K.
  • Tesla made up 0.53% of Helium Advisors's portfolio in Q1 2026, its #46 holding.
  • Helium Advisors first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Helium Advisors's Tesla position peaked at $630K in Q4 2024.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.