SMA
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Sage Mountain Advisors’s Tesla TSLA Stock Holding History

Sage Mountain 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 		$8.13M Sell
21,874
-20,421
-48% -$8.41M 0.57% 26
2025
Q4 		$19M Sell
42,295
-974
-2% -$432K 1.01% 18
2025
Q3 		$19.2M Buy
43,269
+6,586
+18% +$2.28M 1.1% 16
2025
Q2 		$11.7M Buy
36,683
+12,098
+49% +$3.64M 0.76% 23
2025
Q1 		$6.37M Sell
24,585
-732
-3% -$244K 0.47% 32
2024
Q4 		$10.2M Buy
25,317
+1,893
+8% +$609K 0.75% 24
2024
Q3 		$6.13M Buy
23,424
+4,731
+25% +$1.08M 0.52% 26
2024
Q2 		$3.7M Buy
18,693
+1,379
+8% +$241K 0.34% 41
2024
Q1 		$3.04M Sell
17,314
-342
-2% -$66.8K 0.32% 47
2023
Q4 		$4.39M Sell
17,656
-888
-5% -$211K 0.51% 30
2023
Q3 		$4.64M Buy
18,544
+2,392
+15% +$614K 0.64% 23
2023
Q2 		$4.23M Sell
16,152
-497
-3% -$99.4K 0.6% 28
2023
Q1 		$3.45M Buy
16,649
+14,076
+547% +$2.46M 0.56% 29
2022
Q4 		$317K Sell
2,573
-1,420
-36% -$269K 0.07% 101
2022
Q3 		$1.06M Buy
3,993
+498
+14% +$139K 0.28% 35
2022
Q2 		$785K Sell
3,495
-51
-1% -$13.9K 0.14% 125
2022
Q1 		$1.27M Sell
3,546
-1,386
-28% -$432K 0.2% 81
2021
Q4 		$1.74M Buy
4,932
+654
+15% +$219K 0.21% 64
2021
Q3 		$1.11M Buy
4,278
+1,086
+34% +$256K 0.16% 111
2021
Q2 		$723K Buy
3,192
+144
+5% +$31.3K 0.12% 176
2021
Q1 		$679K Buy
3,048
+1,683
+123% +$423K 0.14% 122
2020
Q4 		$321K Buy
+1,365
New +$233K 0.11% 127

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

Sage Mountain Advisors's TSLA Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Tesla (TSLA) stake by 48% in Q1 2026, selling an estimated $8.41M and leaving 21,874 shares worth $8.13M. The position accounts for 0.57% of the portfolio, ranked #26.

Sage Mountain Advisors first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.2M in Q3 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Sage Mountain Advisors held 21,874 shares of Tesla worth $8.13M as of Q1 2026.
  • Sage Mountain Advisors sold 20,421 Tesla shares in Q1 2026, an estimated $8.41M.
  • Tesla made up 0.57% of Sage Mountain Advisors's portfolio in Q1 2026, its #26 holding.
  • Sage Mountain Advisors first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Tesla position peaked at $19.2M in Q3 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.