Lido Advisors
TSLA icon

Lido Advisors’s Tesla TSLA Stock Holding History

Lido 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 		$15.7M Sell
42,100
-20,600
-33% -$8.49M 0.05% 238
2025
Q4 		$28.2M Hold
62,700
– – 0.08% 158
2025
Q3 		$27.9M Buy
62,700
+3,100
+5% +$1.08M 0.09% 152
2025
Q2 		$18.9M Buy
59,600
+15,400
+35% +$4.64M 0.07% 163
2025
Q1 		$11.5M Sell
44,200
-8,100
-15% -$2.7M 0.05% 222
2024
Q4 		$21.1M Sell
52,300
-33,400
-39% -$10.7M 0.1% 125
2024
Q3 		$22.4M Buy
85,700
+10,400
+14% +$2.37M 0.11% 93
2024
Q2 		$14.9M Buy
75,300
+3,400
+5% +$594K 0.08% 129
2024
Q1 		$12.6M Sell
71,900
-3,300
-4% -$645K 0.07% 139
2023
Q4 		$18.7M Buy
75,200
+13,500
+22% +$3.21M 0.13% 89
2023
Q3 		$15.4M Sell
61,700
-8,400
-12% -$2.16M 0.12% 98
2023
Q2 		$18.4M Buy
70,100
+27,000
+63% +$5.4M 0.13% 85
2023
Q1 		$8.94M Buy
43,100
+18,900
+78% +$3.3M 0.09% 140
2022
Q4 		$2.98M Buy
24,200
+1,000
+4% +$189K 0.04% 228
2022
Q3 		$6.15M Sell
23,200
-800
-3% -$223K 0.08% 127
2022
Q2 		$5.39M Sell
24,000
-7,800
-25% -$2.13M 0.07% 129
2022
Q1 		$11.4M Buy
31,800
+5,700
+22% +$1.78M 0.13% 88
2021
Q4 		$9.19M Sell
26,100
-24,900
-49% -$8.35M 0.1% 104
2021
Q3 		$13.2M Buy
51,000
+900
+2% +$212K 0.18% 71
2021
Q2 		$11.3M Sell
50,100
-6,600
-12% -$1.43M 0.16% 77
2021
Q1 		$12.6M Buy
56,700
+6,300
+13% +$1.58M 0.22% 58
2020
Q4 		$11.9M Sell
50,400
-116,400
-70% -$19.9M 0.25% 47
2020
Q3 		$23.9M Sell
166,800
-5,700
-3% -$673K 0.61% 21
2020
Q2 		$12.4M Sell
172,500
-22,500
-12% -$1.22M 0.38% 35
2020
Q1 		$6.81M Buy
195,000
+7,500
+4% +$311K 0.29% 44
2019
Q4 		$5.23M Buy
+187,500
New +$4.07M 0.21% 74

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

Lido Advisors's TSLA Position: Q1 2026 in Review

Lido Advisors reduced its Tesla (TSLA) stake by 6.1% in Q1 2026, selling an estimated $9.82M and leaving 364,691 shares worth $136M. The position accounts for 0.41% of the portfolio, ranked #35.

Lido Advisors first reported a position in TSLA in Q2 2017 and has held it in 34 quarters since. The position peaked at $173M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Lido Advisors held 364,691 shares of Tesla worth $136M as of Q1 2026.
  • Lido Advisors sold 23,848 Tesla shares in Q1 2026, an estimated $9.82M.
  • Tesla made up 0.41% of Lido Advisors's portfolio in Q1 2026, its #35 holding.
  • Lido Advisors first reported a position in Tesla in Q2 2017 and has held it in 34 quarters since.
  • Lido Advisors's Tesla position peaked at $173M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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