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Morris Financial Concepts’s Tesla TSLA Stock Holding History

Morris Financial Concepts’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 		$2.82M Hold
7,588
– – 0.96% 20
2025
Q4 		$3.41M Sell
7,588
-171
-2% -$75.8K 1.2% 15
2025
Q3 		$3.45M Sell
7,759
-1
-0% -$347 1.25% 15
2025
Q2 		$2.47M Sell
7,760
-200
-3% -$60.3K 0.98% 18
2025
Q1 		$2.06M Buy
7,960
+948
+14% +$316K 0.87% 20
2024
Q4 		$2.83M Sell
7,012
-1,433
-17% -$461K 1.21% 14
2024
Q3 		$2.21M Sell
8,445
-118
-1% -$26.9K 0.95% 16
2024
Q2 		$1.69M Sell
8,563
-8
-0.1% -$1.4K 0.81% 23
2024
Q1 		$1.51M Sell
8,571
-332
-4% -$64.9K 0.77% 24
2023
Q4 		$2.21M Sell
8,903
-44
-0.5% -$10.5K 1.26% 15
2023
Q3 		$2.24M Hold
8,947
– – 1.49% 16
2023
Q2 		$2.34M Sell
8,947
-121
-1% -$24.2K 1.51% 14
2023
Q1 		$1.88M Sell
9,068
-5
-0.1% -$872 1.33% 16
2022
Q4 		$1.12M Buy
9,073
+1
+0% +$189 0.9% 25
2022
Q3 		$2.41M Hold
9,072
– – 2.49% 11
2022
Q2 		$2.04M Buy
9,072
+528
+6% +$144K 1.94% 13
2022
Q1 		$3.07M Buy
8,544
+1,119
+15% +$349K 2.56% 9
2021
Q4 		$2.62M Buy
+7,425
New +$2.49M 2.18% 13

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

Morris Financial Concepts's TSLA Position: Q1 2026 in Review

Morris Financial Concepts held its Tesla (TSLA) position steady in Q1 2026 at 7,588 shares worth $2.82M. The position accounts for 0.96% of the portfolio, ranked #20.

Morris Financial Concepts first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.45M in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Morris Financial Concepts held 7,588 shares of Tesla worth $2.82M as of Q1 2026.
  • Morris Financial Concepts left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.96% of Morris Financial Concepts's portfolio in Q1 2026, its #20 holding.
  • Morris Financial Concepts first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Morris Financial Concepts's Tesla position peaked at $3.45M in Q3 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.