Palisades Hudson Asset Management’s Tesla TSLA Stock Holding History

Palisades Hudson Asset 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	$1.09M	Buy	2,945 +412	+16%	+$170K	0.43%	34
2025 Q4	$1.14M	Buy	2,533 +568	+29%	+$252K	0.44%	33
2025 Q3	$874K	Buy	1,965 +546	+38%	+$189K	0.32%	38
2025 Q2	$450K	Buy	1,419 +77	+6%	+$23.2K	0.18%	57
2025 Q1	$348K	Sell	1,342 -21	-2%	-$7K	0.16%	67
2024 Q4	$550K	Buy	+1,363	New	+$439K	0.23%	52
2024 Q1	–	Sell	-945	Closed	-$235K	–	99
2023 Q4	$235K	Sell	945 -327	-26%	-$77.7K	0.11%	84
2023 Q3	$318K	Buy	1,272 +271	+27%	+$69.6K	0.17%	67
2023 Q2	$262K	Buy	+1,001	New	+$200K	0.14%	79
2022 Q2	–	Sell	-972	Closed	-$349K	–	111
2022 Q1	$349K	Sell	972 -45	-4%	-$14K	0.16%	73
2021 Q4	$358K	Buy	+1,017	New	+$341K	0.15%	77

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

Palisades Hudson Asset Management's TSLA Position: Q1 2026 in Review

Palisades Hudson Asset Management increased its Tesla (TSLA) stake by 16% in Q1 2026, buying an estimated $170K and bringing the position to 2,945 shares worth $1.09M. The position accounts for 0.43% of the portfolio, ranked #34.

Palisades Hudson Asset Management first reported a position in TSLA in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.14M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Palisades Hudson Asset Management held 2,945 shares of Tesla worth $1.09M as of Q1 2026.
Palisades Hudson Asset Management bought 412 Tesla shares in Q1 2026, an estimated $170K.
Tesla made up 0.43% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #34 holding.
Palisades Hudson Asset Management first reported a position in Tesla in Q4 2021 and has held it in 11 quarters since.
Palisades Hudson Asset Management's Tesla position peaked at $1.14M in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.