RFA
TSLA icon

Resurgent Financial Advisors’s Tesla TSLA Stock Holding History

Resurgent Financial Advisors’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 		$904K Sell
2,431
-407
-14% -$168K 0.33% 69
2025
Q4 		$1.28M Buy
2,838
+532
+23% +$236K 0.64% 36
2025
Q3 		$1.03M Buy
2,306
+124
+6% +$43K 0.5% 50
2025
Q2 		$693K Buy
2,182
+433
+25% +$130K 0.38% 70
2025
Q1 		$453K Buy
1,749
+260
+17% +$86.6K 0.27% 105
2024
Q4 		$601K Sell
1,489
-448
-23% -$144K 0.35% 82
2024
Q3 		$507K Sell
1,937
-1,264
-39% -$288K 0.3% 97
2024
Q2 		$633K Sell
3,201
-2,066
-39% -$361K 0.39% 75
2024
Q1 		$926K Buy
5,267
+1,978
+60% +$386K 0.49% 57
2023
Q4 		$817K Buy
3,289
+309
+10% +$73.4K 0.5% 46
2023
Q3 		$746K Buy
2,980
+446
+18% +$115K 0.51% 47
2023
Q2 		$663K Sell
2,534
-17
-0.7% -$3.4K 0.44% 57
2023
Q1 		$529K Sell
2,551
-42
-2% -$7.33K 0.35% 73
2022
Q4 		$319K Buy
2,593
+296
+13% +$56K 0.17% 134
2022
Q3 		$610K Buy
2,297
+1,076
+88% +$300K 0.41% 72
2022
Q2 		$274K Sell
1,221
-267
-18% -$72.9K 0.18% 143
2022
Q1 		$534K Buy
1,488
+480
+48% +$150K 0.33% 82
2021
Q4 		$355K Buy
+1,008
New +$338K 0.28% 86

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

Resurgent Financial Advisors's TSLA Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Tesla (TSLA) stake by 14% in Q1 2026, selling an estimated $168K and leaving 2,431 shares worth $904K. The position accounts for 0.33% of the portfolio, ranked #69.

Resurgent Financial Advisors first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Resurgent Financial Advisors held 2,431 shares of Tesla worth $904K as of Q1 2026.
  • Resurgent Financial Advisors sold 407 Tesla shares in Q1 2026, an estimated $168K.
  • Tesla made up 0.33% of Resurgent Financial Advisors's portfolio in Q1 2026, its #69 holding.
  • Resurgent Financial Advisors first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Tesla position peaked at $1.28M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.