Perennial Investment Advisors’s Tesla TSLA Stock Holding History

Perennial 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	$112K	Hold	300	–	–	0.01%	498
2025 Q4	$135K	Buy	+300	New	+$133K	0.01%	487
2025 Q3	–	Sell	-300	Closed	-$95.3K	–	517
2025 Q2	$95.3K	Sell	300 -200	-40%	-$60.3K	0.01%	463
2025 Q1	$130K	Hold	500	–	–	0.01%	419
2024 Q4	$202K	Hold	500	–	–	0.02%	385
2024 Q3	$131K	Buy	500 +200	+67%	+$45.6K	0.02%	382
2024 Q2	$59.4K	Buy	+300	New	+$52.4K	0.01%	362
2023 Q4	–	Sell	-600	Closed	-$150K	–	376
2023 Q3	$150K	Sell	600 -600	-50%	-$154K	0.03%	327
2023 Q2	$314K	Buy	1,200 +200	+20%	+$40K	0.06%	243
2023 Q1	$207K	Buy	+1,000	New	+$174K	0.04%	308

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Perennial Investment Advisors reduced its Tesla (TSLA) stake by 3.6% in Q1 2026, selling an estimated $1.5M and leaving 96,300 shares worth $35.8M. The position accounts for 2.85% of the portfolio, ranked #8.

Perennial Investment Advisors first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $53.8M in Q3 2025. 4,186 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Perennial Investment Advisors held 96,300 shares of Tesla worth $35.8M as of Q1 2026.
Perennial Investment Advisors sold 3,637 Tesla shares in Q1 2026, an estimated $1.5M.
Tesla made up 2.85% of Perennial Investment Advisors's portfolio in Q1 2026, its #8 holding.
Perennial Investment Advisors first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
Perennial Investment Advisors's Tesla position peaked at $53.8M in Q3 2025.
4,186 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.