IAG
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Investmark Advisory Group’s Tesla TSLA Stock Holding History

Investmark Advisory Group’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 		$1.27M Sell
3,428
-32
-0.9% -$13.2K 0.55% 45
2025
Q4 		$1.56M Sell
3,460
-171
-5% -$75.8K 0.66% 42
2025
Q3 		$1.61M Buy
3,631
+251
+7% +$87.1K 0.7% 41
2025
Q2 		$1.07M Sell
3,380
-1
-0% -$301 0.5% 47
2025
Q1 		$876K Sell
3,381
-1,538
-31% -$513K 0.43% 46
2024
Q4 		$1.99M Buy
4,919
+40
+0.8% +$12.9K 0.97% 31
2024
Q3 		$1.28M Sell
4,879
-437
-8% -$99.7K 0.62% 40
2024
Q2 		$1.05M Sell
5,316
-69
-1% -$12.1K 0.56% 41
2024
Q1 		$947K Buy
5,385
+239
+5% +$46.7K 0.52% 45
2023
Q4 		$1.28M Buy
5,146
+411
+9% +$97.7K 0.75% 34
2023
Q3 		$1.18M Hold
4,735
– – 0.8% 32
2023
Q2 		$1.24M Buy
4,735
+600
+15% +$120K 0.83% 32
2023
Q1 		$858K Buy
4,135
+81
+2% +$14.1K 0.63% 35
2022
Q4 		$499K Buy
4,054
+220
+6% +$41.7K 0.37% 58
2022
Q3 		$1.02M Buy
3,834
+492
+15% +$137K 0.91% 31
2022
Q2 		$750K Buy
3,342
+1,026
+44% +$280K 0.74% 29
2022
Q1 		$831K Buy
2,316
+60
+3% +$18.7K 0.86% 27
2021
Q4 		$794K Buy
+2,256
New +$757K 0.74% 27

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

Investmark Advisory Group's TSLA Position: Q1 2026 in Review

Investmark Advisory Group reduced its Tesla (TSLA) stake by 0.92% in Q1 2026, selling an estimated $13.2K and leaving 3,428 shares worth $1.27M. The position accounts for 0.55% of the portfolio, ranked #45.

Investmark Advisory Group first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.99M in Q4 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Investmark Advisory Group held 3,428 shares of Tesla worth $1.27M as of Q1 2026.
  • Investmark Advisory Group sold 32 Tesla shares in Q1 2026, an estimated $13.2K.
  • Tesla made up 0.55% of Investmark Advisory Group's portfolio in Q1 2026, its #45 holding.
  • Investmark Advisory Group first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's Tesla position peaked at $1.99M in Q4 2024.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.