Petix & Botte Financial’s Tesla TSLA Stock Holding History

Petix & Botte Financial’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	$248K	Sell	330 -414	-56%	-$171K	0.06%	124
2025 Q4	$335K	Buy	744 +84	+13%	+$37.2K	0.08%	101
2025 Q3	$294K	Hold	660	–	–	0.07%	110
2025 Q2	$210K	Buy	+660	New	+$199K	0.05%	125
2025 Q1	–	Sell	-1,210	Closed	-$489K	–	127
2024 Q4	$489K	Hold	1,210	–	–	0.13%	89
2024 Q3	$317K	Hold	1,210	–	–	0.08%	93
2024 Q2	$239K	Buy	+1,210	New	+$211K	0.07%	108
2024 Q1	–	Sell	-1,210	Closed	-$301K	–	163
2023 Q4	$301K	Hold	1,210	–	–	0.09%	96
2023 Q3	$303K	Hold	1,210	–	–	0.1%	95
2023 Q2	$317K	Buy	+1,210	New	+$242K	0.1%	97
2022 Q2	–	Sell	-810	Closed	-$291K	–	112
2022 Q1	$291K	Buy	810 +45	+6%	+$14K	0.09%	89
2021 Q4	$269K	Sell	765 -765	-50%	-$257K	0.17%	69
2021 Q3	$397K	Buy	+1,530	New	+$360K	0.13%	71
2021 Q1	–	Sell	-1,695	Closed	-$399K	–	81
2020 Q4	$399K	Sell	1,695 -90	-5%	-$15.4K	0.3%	58
2020 Q3	$256K	Buy	+1,785	New	+$211K	0.2%	67

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

Petix & Botte Financial's TSLA Position: Q1 2026 in Review

Petix & Botte Financial reduced its Tesla (TSLA) stake by 56% in Q1 2026, selling an estimated $171K and leaving 330 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #124.

Petix & Botte Financial first reported a position in TSLA in Q3 2020 and has held it in 15 quarters since. The position peaked at $489K in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Petix & Botte Financial held 330 shares of Tesla worth $248K as of Q1 2026.
Petix & Botte Financial sold 414 Tesla shares in Q1 2026, an estimated $171K.
Tesla made up 0.06% of Petix & Botte Financial's portfolio in Q1 2026, its #124 holding.
Petix & Botte Financial first reported a position in Tesla in Q3 2020 and has held it in 15 quarters since.
Petix & Botte Financial's Tesla position peaked at $489K in Q4 2024.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.