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Kelleher Financial Advisors’s Tesla TSLA Stock Holding History

Kelleher Financial 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 		$1.73M Buy
4,663
+125
+3% +$51.5K 0.44% 44
2025
Q4 		$2.04M Buy
4,538
+803
+21% +$356K 0.47% 43
2025
Q3 		$1.66M Sell
3,735
-223
-6% -$77.3K 0.41% 44
2025
Q2 		$1.26M Sell
3,958
-43
-1% -$13K 0.44% 36
2025
Q1 		$1.04M Sell
4,001
-1,120
-22% -$373K 0.41% 37
2024
Q4 		$2.07M Buy
5,121
+819
+19% +$264K 0.78% 20
2024
Q3 		$1.13M Sell
4,302
-325
-7% -$74.1K 0.43% 31
2024
Q2 		$916K Buy
4,627
+359
+8% +$62.7K 0.38% 35
2024
Q1 		$750K Buy
4,268
+17
+0.4% +$3.32K 0.31% 49
2023
Q4 		$1.06M Buy
4,251
+16
+0.4% +$3.8K 0.5% 28
2023
Q3 		$1.06M Sell
4,235
-75
-2% -$19.3K 0.54% 28
2023
Q2 		$1.13M Buy
4,310
+232
+6% +$46.4K 0.65% 24
2023
Q1 		$846K Buy
4,078
+374
+10% +$65.2K 0.56% 32
2022
Q4 		$456K Buy
3,704
+542
+17% +$103K 0.34% 58
2022
Q3 		$838K Sell
3,162
-60
-2% -$16.8K 0.6% 34
2022
Q2 		$723K Buy
3,222
+60
+2% +$16.4K 0.33% 58
2022
Q1 		$1.14M Sell
3,162
-3
-0.1% -$934 0.63% 30
2021
Q4 		$1.11M Hold
3,165
– – 0.59% 31
2021
Q3 		$818K Sell
3,165
-21
-0.7% -$4.94K 0.36% 64
2021
Q2 		$721K Hold
3,186
– – 0.41% 52
2021
Q1 		$709K Sell
3,186
-24
-0.7% -$6.03K 0.46% 49
2020
Q4 		$755K Hold
3,210
– – 0.57% 38
2020
Q3 		$459K Sell
3,210
-375
-10% -$44.3K 0.38% 59
2020
Q2 		$258K Buy
+3,585
New +$194K 0.25% 77

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

Kelleher Financial Advisors's TSLA Position: Q1 2026 in Review

Kelleher Financial Advisors increased its Tesla (TSLA) stake by 2.8% in Q1 2026, buying an estimated $51.5K and bringing the position to 4,663 shares worth $1.73M. The position accounts for 0.44% of the portfolio, ranked #44.

Kelleher Financial Advisors first reported a position in TSLA in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.07M in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Kelleher Financial Advisors held 4,663 shares of Tesla worth $1.73M as of Q1 2026.
  • Kelleher Financial Advisors bought 125 Tesla shares in Q1 2026, an estimated $51.5K.
  • Tesla made up 0.44% of Kelleher Financial Advisors's portfolio in Q1 2026, its #44 holding.
  • Kelleher Financial Advisors first reported a position in Tesla in Q2 2020 and has held it in 24 quarters since.
  • Kelleher Financial Advisors's Tesla position peaked at $2.07M in Q4 2024.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.