Lauterbach Financial Advisors’s Tesla TSLA Stock Holding History

Lauterbach 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	$454K	Hold	1,220	–	–	0.22%	53
2025 Q4	$549K	Buy	1,220 +119	+11%	+$52.8K	0.27%	48
2025 Q3	$490K	Hold	1,101	–	–	0.25%	48
2025 Q2	$350K	Buy	1,101 +22	+2%	+$6.63K	0.19%	57
2025 Q1	$280K	Sell	1,079 -10	-0.9%	-$3.33K	0.17%	59
2024 Q4	$440K	Hold	1,089	–	–	0.27%	42
2024 Q3	$285K	Hold	1,089	–	–	0.17%	56
2024 Q2	$226K	Buy	+1,089	New	+$190K	0.15%	59
2024 Q1	–	Sell	-1,089	Closed	-$271K	–	69
2023 Q4	$271K	Hold	1,089	–	–	0.19%	49
2023 Q3	$272K	Buy	1,089 +210	+24%	+$53.9K	0.21%	47
2023 Q2	$230K	Buy	+879	New	+$176K	0.18%	54
2022 Q4	–	Sell	-859	Closed	-$228K	–	55
2022 Q3	$228K	Buy	+859	New	+$240K	0.23%	46
2022 Q2	–	Sell	-840	Closed	-$302K	–	54
2022 Q1	$302K	Sell	840 -6	-0.7%	-$1.87K	0.27%	33
2021 Q4	$298K	Buy	+846	New	+$284K	0.26%	35

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

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

Lauterbach Financial Advisors held its Tesla (TSLA) position steady in Q1 2026 at 1,220 shares worth $454K. The position accounts for 0.22% of the portfolio, ranked #53.

Lauterbach Financial Advisors first reported a position in TSLA in Q4 2021 and has held it in 14 quarters since. The position peaked at $549K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Lauterbach Financial Advisors held 1,220 shares of Tesla worth $454K as of Q1 2026.
Lauterbach Financial Advisors left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.22% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #53 holding.
Lauterbach Financial Advisors first reported a position in Tesla in Q4 2021 and has held it in 14 quarters since.
Lauterbach Financial Advisors's Tesla position peaked at $549K in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.