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Mount Yale Investment Advisors’s Tesla TSLA Stock Holding History

Mount Yale Investment 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 		$18M Buy
48,502
+32,605
+205% +$13.4M 0.42% 49
2025
Q4 		$7.15M Buy
15,897
+5,410
+52% +$2.4M 0.34% 62
2025
Q3 		$4.66M Sell
10,487
-3,598
-26% -$1.25M 0.32% 68
2025
Q2 		$4.47M Buy
14,085
+1,717
+14% +$517K 0.35% 52
2025
Q1 		$3.21M Sell
12,368
-556
-4% -$185K 0.27% 78
2024
Q4 		$5.22M Buy
12,924
+2,654
+26% +$854K 0.42% 37
2024
Q3 		$2.69M Buy
10,270
+567
+6% +$129K 0.26% 90
2024
Q2 		$1.92M Sell
9,703
-4,855
-33% -$849K 0.15% 127
2024
Q1 		$2.56M Buy
14,558
+1,308
+10% +$256K 0.2% 106
2023
Q4 		$3.29M Buy
13,250
+5,184
+64% +$1.23M 0.31% 80
2023
Q3 		$2.02M Buy
8,066
+1,917
+31% +$492K 0.22% 103
2023
Q2 		$1.61M Sell
6,149
-903
-13% -$181K 0.17% 130
2023
Q1 		$1.46M Buy
7,052
+2,562
+57% +$447K 0.16% 133
2022
Q4 		$553K Sell
4,490
-4,060
-47% -$769K 0.06% 267
2022
Q3 		$2.27M Buy
8,550
+975
+13% +$272K 0.3% 80
2022
Q2 		$1.7M Buy
7,575
+654
+9% +$179K 0.21% 108
2022
Q1 		$2.49M Sell
6,921
-594
-8% -$185K 0.27% 81
2021
Q4 		$2.65M Sell
7,515
-1,185
-14% -$397K 0.28% 88
2021
Q3 		$2.25M Buy
8,700
+3,669
+73% +$864K 0.26% 92
2021
Q2 		$1.14M Sell
5,031
-21
-0.4% -$4.56K 0.14% 159
2021
Q1 		$1.13M Buy
5,052
+2,235
+79% +$561K 0.15% 144
2020
Q4 		$663K Buy
2,817
+15
+0.5% +$2.56K 0.09% 220
2020
Q3 		$401K Sell
2,802
-18
-0.6% -$2.13K 0.06% 255
2020
Q2 		$203K Buy
+2,820
New +$153K 0.04% 309
2018
Q4 		– Sell
-2,160
Closed -$50K – 752
2018
Q3 		$50K Buy
2,160
+180
+9% +$3.75K 0.01% 599
2018
Q2 		$45K Buy
+1,980
New +$40.2K 0.01% 654

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

Mount Yale Investment Advisors's TSLA Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Tesla (TSLA) stake by 205% in Q1 2026, buying an estimated $13.4M and bringing the position to 48,502 shares worth $18M. The position accounts for 0.42% of the portfolio, ranked #49.

Mount Yale Investment Advisors first reported a position in TSLA in Q2 2018 and has held it in 26 quarters since. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Mount Yale Investment Advisors held 48,502 shares of Tesla worth $18M as of Q1 2026.
  • Mount Yale Investment Advisors bought 32,605 Tesla shares in Q1 2026, an estimated $13.4M.
  • Tesla made up 0.42% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • Mount Yale Investment Advisors first reported a position in Tesla in Q2 2018 and has held it in 26 quarters since.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.