LAS
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Lloyd Advisory Services’s Tesla TSLA Stock Holding History

Lloyd Advisory Services’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 		$367K Buy
987
+580
+143% +$239K 0.11% 92
2025
Q4 		$183K Sell
407
-137
-25% -$60.7K 0.07% 124
2025
Q3 		$242K Buy
+544
New +$189K 0.11% 79
2025
Q1 		– Sell
-546
Closed -$220K – 117
2024
Q4 		$220K Buy
+546
New +$176K 0.1% 92
2024
Q2 		– Sell
-9,765
Closed -$1.72M – 185
2024
Q1 		$1.72M Buy
9,765
+8,383
+607% +$1.64M 0.37% 39
2023
Q4 		$343K Sell
1,382
-5,625
-80% -$1.34M 0.16% 74
2023
Q3 		$1.75M Buy
+7,007
New +$1.8M 0.58% 35
2022
Q2 		– Sell
-489
Closed -$176K – 535
2022
Q1 		$176K Buy
489
+393
+409% +$122K 0.08% 107
2021
Q4 		$34K Buy
+96
New +$32.2K 0.02% 248

Other funds holding TSLA

BlackRock
BlackRock New York $5.7T 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 $1.47T 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