Regatta Capital Group’s Tesla TSLA Stock Holding History

Regatta Capital Group’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	$4.72M	Sell	12,707 -300	-2%	-$124K	0.71%	25
2025 Q4	$5.85M	Sell	13,007 -182	-1%	-$80.7K	0.88%	22
2025 Q3	$5.87M	Sell	13,189 -130	-1%	-$45.1K	0.93%	22
2025 Q2	$4.23M	Sell	13,319 -1,310	-9%	-$395K	0.73%	28
2025 Q1	$3.79M	Sell	14,629 -2,197	-13%	-$732K	0.73%	26
2024 Q4	$6.8M	Sell	16,826 -1,081	-6%	-$348K	1.32%	17
2024 Q3	$4.69M	Buy	17,907 +8	+0%	+$1.82K	0.91%	20
2024 Q2	$3.54M	Buy	17,899 +1,190	+7%	+$208K	0.76%	25
2024 Q1	$2.94M	Sell	16,709 -802	-5%	-$157K	0.66%	31
2023 Q4	$4.35M	Sell	17,511 -461	-3%	-$110K	1.14%	20
2023 Q3	$4.5M	Sell	17,972 -378	-2%	-$97.1K	1.43%	15
2023 Q2	$4.8M	Sell	18,350 -3,080	-14%	-$616K	1.53%	13
2023 Q1	$2.64M	Hold	21,430	–	–	0.94%	19
2022 Q4	$2.64M	Buy	21,430 +14,036	+190%	+$2.66M	0.94%	19
2022 Q3	$4.98M	Sell	7,394 -13,738	-65%	-$3.84M	2.03%	11
2022 Q2	$4.74M	Sell	21,132 -1,035	-5%	-$283K	2.26%	10
2022 Q1	$7.96M	Buy	22,167 +339	+2%	+$106K	2.75%	7
2021 Q4	$7.69M	Buy	+21,828	New	+$7.32M	2.69%	7

Other funds holding TSLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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