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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
2023
Q4 		– Sell
-3,700
Closed -$926K – 387
2023
Q3 		$926K Buy
+3,700
New +$950K 0.02% 232

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

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. 4,177 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.
  • 4,177 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.