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Milestone Asset Management Group’s Tesla TSLA Stock Holding History

Milestone Asset Management Group’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 		$1.28M Buy
3,449
+64
+2% +$26.4K 0.75% 36
2025
Q4 		$1.52M Buy
3,385
+288
+9% +$128K 0.86% 33
2025
Q3 		$1.38M Buy
3,097
+225
+8% +$78K 0.87% 36
2025
Q2 		$912K Buy
2,872
+142
+5% +$42.8K 0.68% 41
2025
Q1 		$708K Sell
2,730
-206
-7% -$68.7K 0.64% 48
2024
Q4 		$1.19M Buy
+2,936
New +$945K 1.06% 33

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

Milestone Asset Management Group's TSLA Position: Q1 2026 in Review

Milestone Asset Management Group increased its Tesla (TSLA) stake by 1.9% in Q1 2026, buying an estimated $26.4K and bringing the position to 3,449 shares worth $1.28M. The position accounts for 0.75% of the portfolio, ranked #36.

Milestone Asset Management Group first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Milestone Asset Management Group held 3,449 shares of Tesla worth $1.28M as of Q1 2026.
  • Milestone Asset Management Group bought 64 Tesla shares in Q1 2026, an estimated $26.4K.
  • Tesla made up 0.75% of Milestone Asset Management Group's portfolio in Q1 2026, its #36 holding.
  • Milestone Asset Management Group first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's Tesla position peaked at $1.52M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.