IAA
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Independent Advisor Alliance’s Tesla TSLA Stock Holding History

Independent Advisor Alliance’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
2020
Q2 		– Sell
-15
Closed -$2K – 541
2020
Q1 		$2K Buy
+15
New +$622 ﹤0.01% 421

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

Independent Advisor Alliance's TSLA Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Tesla (TSLA) stake by 1.3% in Q1 2026, selling an estimated $617K and leaving 114,961 shares worth $42.7M. The position accounts for 0.46% of the portfolio, ranked #43.

Independent Advisor Alliance first reported a position in TSLA in Q2 2017 and has held it in 35 quarters since. The position peaked at $52.4M in Q3 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Independent Advisor Alliance held 114,961 shares of Tesla worth $42.7M as of Q1 2026.
  • Independent Advisor Alliance sold 1,497 Tesla shares in Q1 2026, an estimated $617K.
  • Tesla made up 0.46% of Independent Advisor Alliance's portfolio in Q1 2026, its #43 holding.
  • Independent Advisor Alliance first reported a position in Tesla in Q2 2017 and has held it in 35 quarters since.
  • Independent Advisor Alliance's Tesla position peaked at $52.4M in Q3 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.