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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
2024
Q4 		– Sell
-5,500
Closed -$4.65K – 616
2024
Q3 		$4.65K Hold
5,500
– – ﹤0.01% 540
2024
Q2 		$26.8K Buy
+5,500
New +$961K ﹤0.01% 533

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.