ROI Financial Advisors’s Tesla TSLA Stock Holding History

ROI 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	$1.48M	Sell	3,973 -97	-2%	-$40K	0.88%	28
2025 Q4	$1.83M	Sell	4,070 -4	-0.1%	-$1.77K	1.05%	24
2025 Q3	$1.81M	Sell	4,074 -174	-4%	-$60.4K	1.08%	25
2025 Q2	$1.35M	Sell	4,248 -77	-2%	-$23.2K	0.86%	28
2025 Q1	$1.12M	Buy	4,325 +65	+2%	+$21.7K	0.81%	30
2024 Q4	$1.72M	Sell	4,260 -79	-2%	-$25.4K	1.17%	21
2024 Q3	$1.14M	Buy	4,339 +202	+5%	+$46.1K	0.78%	32
2024 Q2	$819K	Buy	4,137 +48	+1%	+$8.39K	0.59%	35
2024 Q1	$719K	Sell	4,089 -81	-2%	-$15.8K	0.57%	38
2023 Q4	$1.04M	Buy	+4,170	New	+$991K	0.86%	32

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

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

ROI Financial Advisors reduced its Tesla (TSLA) stake by 2.4% in Q1 2026, selling an estimated $40K and leaving 3,973 shares worth $1.48M. The position accounts for 0.88% of the portfolio, ranked #28.

ROI Financial Advisors first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.83M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

ROI Financial Advisors held 3,973 shares of Tesla worth $1.48M as of Q1 2026.
ROI Financial Advisors sold 97 Tesla shares in Q1 2026, an estimated $40K.
Tesla made up 0.88% of ROI Financial Advisors's portfolio in Q1 2026, its #28 holding.
ROI Financial Advisors first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
ROI Financial Advisors's Tesla position peaked at $1.83M in Q4 2025.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.