R.W. Roge & Company’s Tesla TSLA Stock Holding History

R.W. Roge & Company’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	–	Sell	-495	Closed	-$222K	–	67
2025 Q4	$222K	Hold	495	–	–	0.11%	60
2025 Q3	$220K	Buy	+495	New	+$172K	0.11%	55
2022 Q4	–	Sell	-1,230	Closed	-$267K	–	41
2022 Q3	$267K	Hold	1,230	–	–	0.19%	27
2022 Q2	$276K	Hold	1,230	–	–	0.19%	31
2022 Q1	$442K	Hold	1,230	–	–	0.31%	27
2021 Q4	$387K	Sell	1,230 -30	-2%	-$10.1K	0.3%	28
2021 Q3	$363K	Buy	+1,260	New	+$297K	0.22%	27
2021 Q2	–	Sell	-960	Closed	-$214K	–	42
2021 Q1	$214K	Buy	960 +15	+2%	+$3.77K	0.14%	36
2020 Q4	$222K	Buy	+945	New	+$161K	0.16%	34

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

R.W. Roge & Company's TSLA Position: Q1 2026 in Review

R.W. Roge & Company sold out of Tesla (TSLA) in Q1 2026, closing a stake of 495 shares — an estimated $222K sold.

R.W. Roge & Company first reported a position in TSLA in Q4 2020 and held it in 9 quarters. The position peaked at $442K in Q1 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

R.W. Roge & Company reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
R.W. Roge & Company sold 495 Tesla shares in Q1 2026, an estimated $222K.
R.W. Roge & Company first reported a position in Tesla in Q4 2020 and held it in 9 quarters.
R.W. Roge & Company's Tesla position peaked at $442K in Q1 2022.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on R.W. Roge & Company's 13F filing for Q1 2026, filed 1 May 2026.