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Phillips Financial Management’s Tesla TSLA Stock Holding History

Phillips Financial 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 		$1.49M Sell
4,002
-22
-0.5% -$9.06K 0.11% 91
2025
Q4 		$1.81M Buy
4,024
+14
+0.3% +$6.21K 0.12% 88
2025
Q3 		$1.78M Buy
4,010
+141
+4% +$48.9K 0.12% 87
2025
Q2 		$1.23M Buy
3,869
+123
+3% +$37.1K 0.09% 98
2025
Q1 		$971K Buy
3,746
+338
+10% +$113K 0.08% 108
2024
Q4 		$1.38M Buy
3,408
+93
+3% +$29.9K 0.11% 93
2024
Q3 		$867K Sell
3,315
-9
-0.3% -$2.05K 0.07% 115
2024
Q2 		$658K Buy
3,324
+435
+15% +$76K 0.05% 122
2024
Q1 		$508K Buy
2,889
+365
+14% +$71.3K 0.04% 131
2023
Q4 		$627K Buy
2,524
+31
+1% +$7.37K 0.05% 120
2023
Q3 		$624K Buy
2,493
+65
+3% +$16.7K 0.06% 119
2023
Q2 		$636K Buy
2,428
+15
+0.6% +$3K 0.06% 118
2023
Q1 		$501K Buy
2,413
+17
+0.7% +$2.97K 0.05% 125
2022
Q4 		$295K Buy
2,396
+7
+0.3% +$1.32K 0.03% 128
2022
Q3 		$634K Buy
+2,389
New +$667K 0.07% 103
2022
Q2 		– Sell
-2,331
Closed -$838K – 139
2022
Q1 		$838K Buy
+2,331
New +$726K 0.08% 91

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

Phillips Financial Management's TSLA Position: Q1 2026 in Review

Phillips Financial Management reduced its Tesla (TSLA) stake by 0.55% in Q1 2026, selling an estimated $9.06K and leaving 4,002 shares worth $1.49M. The position accounts for 0.11% of the portfolio, ranked #91.

Phillips Financial Management first reported a position in TSLA in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.81M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Phillips Financial Management held 4,002 shares of Tesla worth $1.49M as of Q1 2026.
  • Phillips Financial Management sold 22 Tesla shares in Q1 2026, an estimated $9.06K.
  • Tesla made up 0.11% of Phillips Financial Management's portfolio in Q1 2026, its #91 holding.
  • Phillips Financial Management first reported a position in Tesla in Q1 2022 and has held it in 16 quarters since.
  • Phillips Financial Management's Tesla position peaked at $1.81M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.