IFS Advisors’s Tesla TSLA Stock Holding History

IFS 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	$201K	Hold	542	–	–	0.1%	26
2025 Q4	$244K	Hold	542	–	–	0.13%	24
2025 Q3	$241K	Hold	542	–	–	0.14%	23
2025 Q2	$172K	Buy	542 +2	+0.4%	+$603	0.13%	21
2025 Q1	$140K	Buy	540 +167	+45%	+$55.7K	0.11%	21
2024 Q4	$151K	Hold	373	–	–	0.12%	20
2024 Q3	$97.6K	Hold	373	–	–	0.08%	22
2024 Q2	$73.8K	Hold	373	–	–	0.06%	23
2024 Q1	$65.6K	Buy	373 +10	+3%	+$1.95K	0.06%	24
2023 Q4	$90.2K	Hold	363	–	–	0.11%	17
2023 Q3	$90.8K	Buy	363 +8	+2%	+$2.06K	0.17%	16
2023 Q2	$92.9K	Buy	355 +10	+3%	+$2K	0.23%	13
2023 Q1	$71.6K	Hold	345	–	–	0.29%	13
2022 Q4	$42.5K	Hold	345	–	–	0.07%	29
2022 Q3	$91K	Hold	345	–	–	0.17%	14
2022 Q2	$77K	Sell	345 -621	-64%	-$170K	0.2%	14
2022 Q1	$346K	Hold	966	–	–	0.32%	10
2021 Q4	$340K	Sell	966 -480	-33%	-$161K	0.24%	22
2021 Q3	$373K	Hold	1,446	–	–	0.24%	23
2021 Q2	$327K	Hold	1,446	–	–	0.22%	24
2021 Q1	$321K	Sell	1,446 -147	-9%	-$36.9K	0.25%	22
2020 Q4	$374K	Buy	+1,593	New	+$272K	0.29%	17

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFS Advisors's TSLA Position: Q1 2026 in Review

IFS Advisors held its Tesla (TSLA) position steady in Q1 2026 at 542 shares worth $201K. The position accounts for 0.1% of the portfolio, ranked #26.

IFS Advisors first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $374K in Q4 2020. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

IFS Advisors held 542 shares of Tesla worth $201K as of Q1 2026.
IFS Advisors left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.1% of IFS Advisors's portfolio in Q1 2026, its #26 holding.
IFS Advisors first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
IFS Advisors's Tesla position peaked at $374K in Q4 2020.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.