Kovack Advisors’s Tesla TSLA Stock Holding History

Kovack 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	–	Sell	-20,000	Closed	-$8.99M	–	1103
2025 Q4	$8.99M	Buy	+20,000	New	+$8.87M	0.42%	45

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

Kovack Advisors's TSLA Position: Q1 2026 in Review

Kovack Advisors reduced its Tesla (TSLA) stake by 2.3% in Q1 2026, selling an estimated $627K and leaving 65,044 shares worth $24.4M. The position accounts for 1.3% of the portfolio, ranked #9.

Kovack Advisors first reported a position in TSLA in Q1 2017 and has held it in 37 quarters since. The position peaked at $29.9M in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Kovack Advisors held 65,044 shares of Tesla worth $24.4M as of Q1 2026.
Kovack Advisors sold 1,522 Tesla shares in Q1 2026, an estimated $627K.
Tesla made up 1.3% of Kovack Advisors's portfolio in Q1 2026, its #9 holding.
Kovack Advisors first reported a position in Tesla in Q1 2017 and has held it in 37 quarters since.
Kovack Advisors's Tesla position peaked at $29.9M in Q4 2025.
4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.