KFI
TSLA icon

Key Financial Inc’s Tesla TSLA Stock Holding History

Key Financial Inc’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 		$1.49M Buy
3,999
+341
+9% +$140K 0.26% 70
2025
Q4 		$1.65M Sell
3,658
-64
-2% -$28.4K 0.3% 60
2025
Q3 		$1.71M Buy
3,722
+40
+1% +$13.9K 0.32% 63
2025
Q2 		$1.17M Buy
3,682
+208
+6% +$62.7K 0.24% 80
2025
Q1 		$900K Buy
3,474
+59
+2% +$19.7K 0.2% 95
2024
Q4 		$1.38M Sell
3,415
-229
-6% -$73.7K 0.31% 62
2024
Q3 		$953K Buy
3,644
+22
+0.6% +$5.02K 0.21% 85
2024
Q2 		$717K Sell
3,622
-228
-6% -$39.8K 0.17% 103
2024
Q1 		$677K Buy
3,850
+200
+5% +$39.1K 0.17% 106
2023
Q4 		$907K Buy
3,650
+1,845
+102% +$438K 0.25% 78
2023
Q3 		$452K Sell
1,805
-42
-2% -$10.8K 0.15% 114
2023
Q2 		$483K Buy
1,847
+419
+29% +$83.8K 0.16% 115
2023
Q1 		$296K Sell
1,428
-315
-18% -$55K 0.11% 153
2022
Q4 		$462K Hold
1,743
– – 0.22% 90
2022
Q3 		$462K Buy
1,743
+75
+4% +$20.9K 0.22% 90
2022
Q2 		$379K Buy
1,668
+222
+15% +$60.6K 0.21% 94
2022
Q1 		$519K Buy
1,446
+297
+26% +$92.5K 0.26% 75
2021
Q4 		$405K Hold
1,149
– – 0.2% 95
2021
Q3 		$297K Buy
1,149
+21
+2% +$4.94K 0.17% 112
2021
Q2 		$258K Buy
1,128
+420
+59% +$91.2K 0.14% 131
2021
Q1 		$158K Buy
708
+63
+10% +$15.8K 0.1% 155
2020
Q4 		$152K Buy
+645
New +$110K 0.11% 145
2020
Q2 		– Sell
-855
Closed -$29K – 582
2020
Q1 		$29K Buy
+855
New +$35.4K 0.03% 288

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

Key Financial Inc's TSLA Position: Q1 2026 in Review

Key Financial Inc increased its Tesla (TSLA) stake by 9.3% in Q1 2026, buying an estimated $140K and bringing the position to 3,999 shares worth $1.49M. The position accounts for 0.26% of the portfolio, ranked #70.

Key Financial Inc first reported a position in TSLA in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.71M in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Key Financial Inc held 3,999 shares of Tesla worth $1.49M as of Q1 2026.
  • Key Financial Inc bought 341 Tesla shares in Q1 2026, an estimated $140K.
  • Tesla made up 0.26% of Key Financial Inc's portfolio in Q1 2026, its #70 holding.
  • Key Financial Inc first reported a position in Tesla in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Tesla position peaked at $1.71M in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.