IMA Advisory Services’s Tesla TSLA Stock Holding History

IMA Advisory Services’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	$3.46M	Sell	9,306 -48	-0.5%	-$19.8K	0.34%	64
2025 Q4	$4.21M	Sell	9,354 -15	-0.2%	-$6.65K	0.4%	56
2025 Q3	$4.17M	Sell	9,369 -51	-0.5%	-$17.7K	0.42%	51
2025 Q2	$2.99M	Buy	9,420 +131	+1%	+$39.5K	0.32%	61
2025 Q1	$2.41M	Sell	9,289 -114	-1%	-$38K	0.29%	66
2024 Q4	$3.8M	Sell	9,403 -82	-0.9%	-$26.4K	0.46%	48
2024 Q3	$2.48M	Sell	9,485 -33	-0.3%	-$7.53K	0.54%	52
2024 Q2	$1.88M	Sell	9,518 -142	-1%	-$24.8K	0.83%	40
2024 Q1	$1.7M	Sell	9,660 -305	-3%	-$59.6K	0.8%	40
2023 Q4	$2.48M	Sell	9,965 -1,132	-10%	-$269K	1.24%	29
2023 Q3	$2.78M	Sell	11,097 -582	-5%	-$150K	0.72%	46
2023 Q2	$3.06M	Sell	11,679 -783	-6%	-$157K	0.79%	43
2023 Q1	$2.59M	Buy	12,462 +11,997	+2,580%	+$2.09M	0.67%	47
2022 Q4	$57.3K	Hold	465	–	–	0.02%	180
2022 Q3	$123K	Hold	465	–	–	0.03%	150
2022 Q2	$104K	Hold	465	–	–	0.03%	165
2022 Q1	$167K	Hold	465	–	–	0.04%	126
2021 Q4	$164K	Sell	465 -750	-62%	-$252K	0.04%	135
2021 Q3	$314K	Hold	1,215	–	–	0.07%	108
2021 Q2	$275K	Hold	1,215	–	–	0.06%	113
2021 Q1	$271K	Hold	1,215	–	–	0.07%	111
2020 Q4	$286K	Hold	1,215	–	–	0.08%	103
2020 Q3	$174K	Sell	1,215 -15,705	-93%	-$1.85M	0.06%	118
2020 Q2	$1.22M	Buy	16,920 +12,240	+262%	+$662K	0.44%	73
2020 Q1	$163K	Buy	4,680 +120	+3%	+$4.97K	0.07%	111
2019 Q4	$127K	Hold	4,560	–	–	0.05%	118
2019 Q3	$73K	Hold	4,560	–	–	0.03%	139
2019 Q2	$68K	Sell	4,560 -3,075	-40%	-$47.9K	0.03%	141
2019 Q1	$142K	Hold	7,635	–	–	0.06%	116
2018 Q4	$169K	Hold	7,635	–	–	0.08%	109
2018 Q3	$135K	Sell	7,635 -4,635	-38%	-$96.5K	0.05%	125
2018 Q2	$281K	Buy	12,270 +90	+0.7%	+$1.83K	0.12%	102
2018 Q1	$216K	Buy	+12,180	New	+$268K	0.1%	108
2017 Q4	–	Sell	-12,180	Closed	-$277K	–	129
2017 Q3	$277K	Hold	12,180	–	–	0.13%	116
2017 Q2	$294K	Sell	12,180 -750	-6%	-$16.5K	0.14%	120
2017 Q1	$240K	Buy	+12,930	New	+$219K	0.12%	127
2015 Q3	–	Sell	-16,680	Closed	-$298K	–	168
2015 Q2	$298K	Hold	16,680	–	–	0.14%	118
2015 Q1	$210K	Sell	16,680 -3,750	-18%	-$50.6K	0.1%	144
2014 Q4	$303K	Buy	20,430 +30	+0.1%	+$469	0.16%	119
2014 Q3	$330K	Hold	20,400	–	–	0.16%	133
2014 Q2	$326K	Hold	20,400	–	–	0.15%	137
2014 Q1	$283K	Hold	20,400	–	–	0.13%	135
2013 Q4	$205K	Hold	20,400	–	–	0.1%	150
2013 Q3	$263K	Buy	+20,400	New	+$202K	0.13%	138

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

IMA Advisory Services's TSLA Position: Q1 2026 in Review

IMA Advisory Services reduced its Tesla (TSLA) stake by 0.51% in Q1 2026, selling an estimated $19.8K and leaving 9,306 shares worth $3.46M. The position accounts for 0.34% of the portfolio, ranked #64.

IMA Advisory Services first reported a position in TSLA in Q3 2013 and has held it in 44 quarters since. The position peaked at $4.21M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

IMA Advisory Services held 9,306 shares of Tesla worth $3.46M as of Q1 2026.
IMA Advisory Services sold 48 Tesla shares in Q1 2026, an estimated $19.8K.
Tesla made up 0.34% of IMA Advisory Services's portfolio in Q1 2026, its #64 holding.
IMA Advisory Services first reported a position in Tesla in Q3 2013 and has held it in 44 quarters since.
IMA Advisory Services's Tesla position peaked at $4.21M in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.