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Sargent Investment Group’s Tesla TSLA Stock Holding History

Sargent Investment 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 		$5.44M Buy
14,629
+542
+4% +$223K 0.72% 31
2025
Q4 		$6.34M Sell
14,087
-79
-0.6% -$35K 0.79% 28
2025
Q3 		$6.3M Buy
14,166
+453
+3% +$157K 0.9% 27
2025
Q2 		$4.39M Buy
13,713
+1,754
+15% +$528K 0.59% 35
2025
Q1 		$3.1M Buy
11,959
+5,100
+74% +$1.7M 0.5% 43
2024
Q4 		$2.77M Buy
6,859
+547
+9% +$176K 0.45% 47
2024
Q3 		$1.65M Buy
6,312
+701
+12% +$160K 0.3% 66
2024
Q2 		$1.11M Buy
5,611
+2,567
+84% +$449K 0.23% 79
2024
Q1 		$535K Sell
3,044
-46
-1% -$8.99K 0.12% 112
2023
Q4 		$768K Buy
3,090
+46
+2% +$10.9K 0.17% 106
2023
Q3 		$762K Buy
3,044
+555
+22% +$143K 0.18% 96
2023
Q2 		$652K Buy
2,489
+85
+4% +$17K 0.16% 104
2023
Q1 		$468K Buy
2,404
+104
+5% +$18.1K 0.12% 120
2022
Q4 		$283K Sell
2,300
-160
-7% -$30.3K 0.09% 144
2022
Q3 		$586K Sell
2,460
-507
-17% -$142K 0.18% 96
2022
Q2 		$666K Hold
2,967
– – 0.21% 92
2022
Q1 		$1.07M Sell
2,967
-105
-3% -$32.7K 0.27% 65
2021
Q4 		$1.08M Sell
3,072
-198
-6% -$66.4K 0.25% 67
2021
Q3 		$845K Sell
3,270
-78
-2% -$18.4K 0.21% 80
2021
Q2 		$759K Sell
3,348
-42
-1% -$9.12K 0.18% 90
2021
Q1 		$755K Sell
3,390
-90
-3% -$22.6K 0.2% 88
2020
Q4 		$819K Sell
3,480
-129
-4% -$22K 0.26% 71
2020
Q3 		$516K Sell
3,609
-231
-6% -$27.3K 0.19% 96
2020
Q2 		$287K Buy
+3,840
New +$208K 0.11% 117

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

Sargent Investment Group's TSLA Position: Q1 2026 in Review

Sargent Investment Group increased its Tesla (TSLA) stake by 3.8% in Q1 2026, buying an estimated $223K and bringing the position to 14,629 shares worth $5.44M. The position accounts for 0.72% of the portfolio, ranked #31.

Sargent Investment Group first reported a position in TSLA in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.34M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Sargent Investment Group held 14,629 shares of Tesla worth $5.44M as of Q1 2026.
  • Sargent Investment Group bought 542 Tesla shares in Q1 2026, an estimated $223K.
  • Tesla made up 0.72% of Sargent Investment Group's portfolio in Q1 2026, its #31 holding.
  • Sargent Investment Group first reported a position in Tesla in Q2 2020 and has held it in 24 quarters since.
  • Sargent Investment Group's Tesla position peaked at $6.34M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.