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Herold Advisors’s Tesla TSLA Stock Holding History

Herold 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 		$3.76M Buy
10,121
+576
+6% +$237K 0.83% 34
2025
Q4 		$4.29M Sell
9,545
-1,205
-11% -$534K 0.96% 23
2025
Q3 		$4.78M Sell
10,750
-346
-3% -$120K 1.11% 21
2025
Q2 		$3.52M Buy
11,096
+1,162
+12% +$350K 0.74% 32
2025
Q1 		$2.58M Sell
9,934
-2,066
-17% -$689K 0.57% 49
2024
Q4 		$4.85M Sell
12,000
-148
-1% -$47.6K 1.06% 21
2024
Q3 		$3.18M Buy
12,148
+845
+7% +$193K 0.69% 36
2024
Q2 		$2.24M Buy
11,303
+279
+3% +$48.8K 0.52% 52
2024
Q1 		$1.94M Buy
11,024
+2,971
+37% +$580K 0.47% 59
2023
Q4 		$2M Sell
8,053
-4
-0% -$951 0.55% 53
2023
Q3 		$2.02M Sell
8,057
-406
-5% -$104K 0.61% 46
2023
Q2 		$2.22M Buy
8,463
+186
+2% +$37.2K 0.68% 40
2023
Q1 		$1.72M Buy
8,277
+877
+12% +$153K 0.59% 48
2022
Q4 		$912K Buy
7,400
+1,650
+29% +$312K 0.39% 80
2022
Q3 		$1.52M Buy
5,750
+245
+4% +$68.4K 0.73% 45
2022
Q2 		$1.24M Buy
5,505
+330
+6% +$90.1K 0.55% 65
2022
Q1 		$1.86M Buy
5,175
+105
+2% +$32.7K 0.66% 45
2021
Q4 		$1.78M Buy
5,070
+60
+1% +$20.1K 0.69% 47
2021
Q3 		$1.29M Buy
+5,010
New +$1.18M 0.5% 66

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

Herold Advisors's TSLA Position: Q1 2026 in Review

Herold Advisors increased its Tesla (TSLA) stake by 6% in Q1 2026, buying an estimated $237K and bringing the position to 10,121 shares worth $3.76M. The position accounts for 0.83% of the portfolio, ranked #34.

Herold Advisors first reported a position in TSLA in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.85M in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Herold Advisors held 10,121 shares of Tesla worth $3.76M as of Q1 2026.
  • Herold Advisors bought 576 Tesla shares in Q1 2026, an estimated $237K.
  • Tesla made up 0.83% of Herold Advisors's portfolio in Q1 2026, its #34 holding.
  • Herold Advisors first reported a position in Tesla in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Tesla position peaked at $4.85M in Q4 2024.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.