SHFA
TSLA icon

Sherrill & Hutchins Financial Advisory’s Tesla TSLA Stock Holding History

Sherrill & Hutchins Financial Advisory’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
-1,515
Closed -$681K – 18
2025
Q4 		$681K Hold
1,515
– – 0.48% 7
2025
Q3 		$674K Hold
1,515
– – 0.49% 8
2025
Q2 		$481K Sell
1,515
-2
-0.1% -$603 0.37% 10
2025
Q1 		$393K Hold
1,517
– – 0.34% 10
2024
Q4 		$613K Sell
1,517
-1,541
-50% -$496K 0.54% 7
2024
Q3 		$800K Buy
3,058
+43
+1% +$9.81K 0.69% 5
2024
Q2 		$597K Hold
3,015
– – 0.54% 7
2024
Q1 		$530K Hold
3,015
– – 0.48% 7
2023
Q4 		$749K Buy
+3,015
New +$717K 0.7% 5

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

Sherrill & Hutchins Financial Advisory's TSLA Position: Q1 2026 in Review

Sherrill & Hutchins Financial Advisory sold out of Tesla (TSLA) in Q1 2026, closing a stake of 1,515 shares — an estimated $681K sold.

Sherrill & Hutchins Financial Advisory first reported a position in TSLA in Q4 2023 and held it in 9 quarters. The position peaked at $800K in Q3 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Sherrill & Hutchins Financial Advisory reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
  • Sherrill & Hutchins Financial Advisory sold 1,515 Tesla shares in Q1 2026, an estimated $681K.
  • Sherrill & Hutchins Financial Advisory first reported a position in Tesla in Q4 2023 and held it in 9 quarters.
  • Sherrill & Hutchins Financial Advisory's Tesla position peaked at $800K in Q3 2024.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.