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Simon Quick Advisors’s Tesla TSLA Stock Holding History

Simon Quick 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 		$2.93M Sell
7,886
-2,453
-24% -$1.01M 0.13% 116
2025
Q4 		$4.65M Buy
10,339
+456
+5% +$202K 0.2% 75
2025
Q3 		$4.4M Buy
9,883
+711
+8% +$247K 0.2% 76
2025
Q2 		$2.91M Sell
9,172
-18,613
-67% -$5.61M 0.15% 97
2025
Q1 		$7.2M Buy
27,785
+7,352
+36% +$2.45M 0.41% 34
2024
Q4 		$8.25M Buy
20,433
+908
+5% +$292K 0.49% 30
2024
Q3 		$5.11M Buy
19,525
+2,831
+17% +$646K 0.32% 36
2024
Q2 		$3.3M Buy
16,694
+5,983
+56% +$1.05M 0.23% 54
2024
Q1 		$1.88M Buy
10,711
+1,749
+20% +$342K 0.14% 78
2023
Q4 		$2.23M Buy
8,962
+762
+9% +$181K 0.2% 69
2023
Q3 		$2.05M Buy
8,200
+1,528
+23% +$393K 0.19% 68
2023
Q2 		$1.75M Buy
6,672
+402
+6% +$80.4K 0.16% 71
2023
Q1 		$1.3M Sell
6,270
-6,789
-52% -$1.18M 0.14% 80
2022
Q4 		$1.61M Buy
13,059
+3,518
+37% +$666K 0.19% 69
2022
Q3 		$2.53M Buy
9,541
+2,992
+46% +$836K 0.36% 44
2022
Q2 		$1.89M Buy
6,549
+6,225
+1,921% +$1.7M 0.25% 61
2022
Q1 		$116K Sell
324
-879
-73% -$274K 0.03% 136
2021
Q4 		$424K Buy
1,203
+681
+130% +$228K 0.11% 79
2021
Q3 		$134K Buy
522
+183
+54% +$43.1K 0.03% 141
2021
Q2 		$76K Buy
339
+24
+8% +$5.21K 0.02% 182
2021
Q1 		$70K Hold
315
– – 0.02% 191
2020
Q4 		$74K Buy
315
+261
+483% +$44.5K 0.02% 162
2020
Q3 		$8K Sell
54
-21
-28% -$2.48K ﹤0.01% 342
2020
Q2 		$5K Sell
75
-75
-50% -$4.06K ﹤0.01% 361
2020
Q1 		$5K Hold
150
– – ﹤0.01% 349
2019
Q4 		$4K Buy
+150
New +$3.25K ﹤0.01% 517
2018
Q2 		– Sell
-600
Closed -$11K – 372
2018
Q1 		$11K Buy
+600
New +$13.2K ﹤0.01% 235
2017
Q4 		– Sell
-1,110
Closed -$25K – 584
2017
Q3 		$25K Buy
+1,110
New +$25.6K 0.01% 343

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

Simon Quick Advisors's TSLA Position: Q1 2026 in Review

Simon Quick Advisors reduced its Tesla (TSLA) stake by 24% in Q1 2026, selling an estimated $1.01M and leaving 7,886 shares worth $2.93M. The position accounts for 0.13% of the portfolio, ranked #116.

Simon Quick Advisors first reported a position in TSLA in Q3 2017 and has held it in 28 quarters since. The position peaked at $8.25M in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Simon Quick Advisors held 7,886 shares of Tesla worth $2.93M as of Q1 2026.
  • Simon Quick Advisors sold 2,453 Tesla shares in Q1 2026, an estimated $1.01M.
  • Tesla made up 0.13% of Simon Quick Advisors's portfolio in Q1 2026, its #116 holding.
  • Simon Quick Advisors first reported a position in Tesla in Q3 2017 and has held it in 28 quarters since.
  • Simon Quick Advisors's Tesla position peaked at $8.25M in Q4 2024.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.