Panoramic Investment Advisors’s Tesla TSLA Stock Holding History

Panoramic 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	$574K	Buy	1,543 +406	+36%	+$167K	0.31%	71
2025 Q4	$511K	Buy	1,137 +61	+6%	+$27K	0.28%	74
2025 Q3	$479K	Sell	1,076 -13	-1%	-$4.51K	0.27%	70
2025 Q2	$346K	Buy	1,089 +53	+5%	+$16K	0.21%	82
2025 Q1	$268K	Sell	1,036 -963	-48%	-$321K	0.18%	94
2024 Q4	$807K	Sell	1,999 -18	-0.9%	-$5.79K	0.53%	47
2024 Q3	$528K	Buy	+2,017	New	+$460K	0.36%	63
2024 Q1	$658K	Buy	3,744 +2,429	+185%	+$475K	0.49%	50
2023 Q4	$327K	Buy	1,315 +501	+62%	+$119K	0.28%	71
2023 Q3	$204K	Buy	+814	New	+$209K	0.19%	94

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

Panoramic Investment Advisors's TSLA Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Tesla (TSLA) stake by 36% in Q1 2026, buying an estimated $167K and bringing the position to 1,543 shares worth $574K. The position accounts for 0.31% of the portfolio, ranked #71.

Panoramic Investment Advisors first reported a position in TSLA in Q3 2023 and has held it in 10 quarters since. The position peaked at $807K in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Panoramic Investment Advisors held 1,543 shares of Tesla worth $574K as of Q1 2026.
Panoramic Investment Advisors bought 406 Tesla shares in Q1 2026, an estimated $167K.
Tesla made up 0.31% of Panoramic Investment Advisors's portfolio in Q1 2026, its #71 holding.
Panoramic Investment Advisors first reported a position in Tesla in Q3 2023 and has held it in 10 quarters since.
Panoramic Investment Advisors's Tesla position peaked at $807K in Q4 2024.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.