MAI Capital Management’s Tesla TSLA Stock Holding History

MAI Capital Management’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	–	Hold	0	–	–	–	1108
2025 Q4	–	Hold	0	–	–	–	965
2025 Q3	–	Hold	0	–	–	–	921
2025 Q2	–	Hold	0	–	–	–	961
2025 Q1	–	Hold	0	–	-$808K	–	3579
2024 Q4	–	Sell	-2,000	Closed	-$643K	–	703
2024 Q3	$523K	Sell	2,000 -6,000	-75%	-$1.37M	0.01%	729
2024 Q2	$1.58M	Sell	8,000 -800	-9%	-$140K	0.02%	466
2024 Q1	$1.55M	Buy	+8,800	New	+$1.72M	0.02%	453
2022 Q3	–	Sell	-6,000	Closed	-$1.35M	–	1043
2022 Q2	$1.35M	Buy	6,000 +600	+11%	+$164K	0.03%	328
2022 Q1	$1.94M	Hold	5,400	–	–	0.03%	274
2021 Q4	$1.9M	Hold	5,400	–	–	0.03%	293
2021 Q3	$1.4M	Hold	5,400	–	–	0.03%	309
2021 Q2	$1.22M	Hold	5,400	–	–	0.02%	320
2021 Q1	$1.2M	Sell	5,400 -2,100	-28%	-$527K	0.03%	309
2020 Q4	$1.76M	Buy	7,500 +6,900	+1,150%	+$1.18M	0.04%	216
2020 Q3	$86K	Buy	+600	New	+$70.8K	﹤0.01%	567
2020 Q1	–	Sell	-1,500	Closed	-$42K	–	609
2019 Q4	$42K	Hold	1,500	–	–	﹤0.01%	576
2019 Q3	$24K	Hold	1,500	–	–	﹤0.01%	522
2019 Q2	$22K	Hold	1,500	–	–	﹤0.01%	540
2019 Q1	$28K	Buy	+1,500	New	+$30.1K	﹤0.01%	467

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

MAI Capital Management's TSLA Position: Q1 2026 in Review

MAI Capital Management increased its Tesla (TSLA) stake by 4.8% in Q1 2026, buying an estimated $2.27M and bringing the position to 119,592 shares worth $44.5M. The position accounts for 0.25% of the portfolio, ranked #85.

MAI Capital Management first reported a position in TSLA in Q4 2016 and has held it in 38 quarters since. The position peaked at $51.3M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

MAI Capital Management held 119,592 shares of Tesla worth $44.5M as of Q1 2026.
MAI Capital Management bought 5,509 Tesla shares in Q1 2026, an estimated $2.27M.
Tesla made up 0.25% of MAI Capital Management's portfolio in Q1 2026, its #85 holding.
MAI Capital Management first reported a position in Tesla in Q4 2016 and has held it in 38 quarters since.
MAI Capital Management's Tesla position peaked at $51.3M in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.