PF
TSLA icon

Phoenix Financial’s Tesla TSLA Stock Holding History

Phoenix 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 		$20.6M Sell
55,537
-9,179
-14% -$3.78M 0.2% 63
2025
Q4 		$29.1M Buy
64,716
+1,042
+2% +$462K 0.32% 54
2025
Q3 		$28.3M Sell
63,674
-4,416
-6% -$1.53M 0.35% 52
2025
Q2 		$21.7M Buy
68,090
+8,632
+15% +$2.6M 0.29% 57
2025
Q1 		$15.4M Sell
59,458
-3,474
-6% -$1.16M 0.24% 72
2024
Q4 		$25.4M Buy
62,932
+22,771
+57% +$7.33M 0.35% 56
2024
Q3 		$10.5M Buy
40,161
+12,511
+45% +$2.85M 0.16% 90
2024
Q2 		$5.46M Sell
27,650
-2,122
-7% -$371K 0.08% 128
2024
Q1 		$5.23M Sell
29,772
-7,780
-21% -$1.52M 0.07% 134
2023
Q4 		$6.05M Buy
37,552
+3,588
+11% +$853K 0.1% 107
2023
Q3 		$8.49M Buy
33,964
+6,273
+23% +$1.61M 0.16% 74
2023
Q2 		$7.25M Buy
27,691
+6,695
+32% +$1.34M 0.15% 73
2023
Q1 		$4.36M Buy
20,996
+7,463
+55% +$1.3M 0.1% 98
2022
Q4 		$1.67M Buy
13,533
+1,780
+15% +$337K 0.03% 148
2022
Q3 		$3.14M Buy
11,753
+38
+0.3% +$10.6K 0.07% 114
2022
Q2 		$2.63M Buy
11,715
+6,876
+142% +$1.88M 0.05% 142
2022
Q1 		$1.75M Buy
+4,839
New +$1.51M 0.03% 207
2021
Q2 		– Sell
-8,880
Closed -$1.98M – 412
2021
Q1 		$1.98M Buy
+8,880
New +$2.23M 0.04% 230
2020
Q4 		– Sell
-6,978
Closed -$920K – 424
2020
Q3 		$920K Buy
+6,978
New +$824K 0.04% 209

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's TSLA Position: Q1 2026 in Review

Phoenix Financial reduced its Tesla (TSLA) stake by 14% in Q1 2026, selling an estimated $3.78M and leaving 55,537 shares worth $20.6M. The position accounts for 0.2% of the portfolio, ranked #63.

Phoenix Financial first reported a position in TSLA in Q3 2020 and has held it in 19 quarters since. The position peaked at $29.1M in Q4 2025. 4,185 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Phoenix Financial held 55,537 shares of Tesla worth $20.6M as of Q1 2026.
  • Phoenix Financial sold 9,179 Tesla shares in Q1 2026, an estimated $3.78M.
  • Tesla made up 0.2% of Phoenix Financial's portfolio in Q1 2026, its #63 holding.
  • Phoenix Financial first reported a position in Tesla in Q3 2020 and has held it in 19 quarters since.
  • Phoenix Financial's Tesla position peaked at $29.1M in Q4 2025.
  • 4,185 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.