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Sentry Investment Management’s Tesla TSLA Stock Holding History

Sentry Investment Management’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 		– Sell
-7,302
Closed -$3.28M – 448
2025
Q4 		$3.28M Hold
7,302
– – 2.16% 9
2025
Q3 		$3.2M Buy
7,302
+570
+8% +$198K 2.14% 8
2025
Q2 		$2M Hold
6,732
– – 1.11% 13
2025
Q1 		$1.57M Sell
6,732
-4,827
-42% -$1.61M 1.07% 14
2024
Q4 		$4.67M Buy
11,559
+874
+8% +$281K 2.23% 6
2024
Q3 		$2.8M Sell
10,685
-1,629
-13% -$371K 1.18% 14
2024
Q2 		$2.44M Sell
12,314
-3,078
-20% -$538K 1.08% 14
2024
Q1 		$2.71M Sell
15,392
-917
-6% -$179K 1.05% 14
2023
Q4 		$4.05M Buy
16,309
+266
+2% +$63.2K 1.74% 8
2023
Q3 		$4.01M Buy
16,043
+762
+5% +$196K 1.92% 6
2023
Q2 		$4M Sell
15,281
-1,033
-6% -$207K 1.51% 8
2023
Q1 		$3.38M Buy
16,314
+35
+0.2% +$6.11K 1.39% 8
2022
Q4 		$2M Sell
16,279
-2,218
-12% -$420K 0.88% 18
2022
Q3 		$4.91M Buy
18,497
+1,142
+7% +$319K 2.33% 4
2022
Q2 		$3.9M Sell
17,355
-2,184
-11% -$596K 1.76% 6
2022
Q1 		$7.02M Buy
19,539
+1,524
+8% +$475K 2.23% 4
2021
Q4 		$6.35M Sell
18,015
-1,434
-7% -$481K 1.67% 7
2021
Q3 		$5.03M Sell
19,449
-5,094
-21% -$1.2M 1.46% 9
2021
Q2 		$5.56M Buy
24,543
+2,802
+13% +$608K 1.42% 7
2021
Q1 		$4.84M Sell
21,741
-84,900
-80% -$21.3M 1.34% 9
2020
Q4 		$25.1M Buy
+106,641
New +$18.2M 1.26% 10

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

Sentry Investment Management's TSLA Position: Q1 2026 in Review

Sentry Investment Management sold out of Tesla (TSLA) in Q1 2026, closing a stake of 7,302 shares — an estimated $3.28M sold.

Sentry Investment Management first reported a position in TSLA in Q4 2020 and held it in 21 quarters. The position peaked at $25.1M in Q4 2020. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Sentry Investment Management reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 7,302 Tesla shares in Q1 2026, an estimated $3.28M.
  • Sentry Investment Management first reported a position in Tesla in Q4 2020 and held it in 21 quarters.
  • Sentry Investment Management's Tesla position peaked at $25.1M in Q4 2020.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.