Smith Group Asset Management’s Tesla TSLA Stock Holding History

Smith Group Asset 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	$1.57M	Sell	4,227 -804	-16%	-$331K	0.08%	71
2025 Q4	$2.26M	Buy	5,031 +1,665	+49%	+$738K	0.12%	58
2025 Q3	$1.5M	Sell	3,366 -1,265	-27%	-$439K	0.09%	73
2025 Q2	$1.47M	Sell	4,631 -175	-4%	-$52.7K	0.1%	76
2025 Q1	$1.25M	Sell	4,806 -420	-8%	-$140K	0.09%	79
2024 Q4	$2.11M	Buy	5,226 +1,920	+58%	+$618K	0.16%	63
2024 Q3	$865K	Buy	3,306 +1,680	+103%	+$383K	0.07%	68
2024 Q2	$322K	Sell	1,626 -621	-28%	-$109K	0.03%	118
2024 Q1	$395K	Sell	2,247 -26,955	-92%	-$5.27M	0.02%	152
2023 Q4	$7.26M	Buy	+29,202	New	+$6.94M	0.42%	74
2022 Q1	$32.9M	Buy	91,599 +18,639	+26%	+$5.81M	1.74%	13
2021 Q4	$25.7M	Sell	72,960 -30	-0%	-$10.1K	1.18%	30
2021 Q3	$18.9M	Buy	72,990 +33,630	+85%	+$7.92M	0.96%	38
2021 Q2	$8.92M	Sell	39,360 -1,044	-3%	-$227K	0.44%	58
2021 Q1	$9M	Sell	40,404 -24,627	-38%	-$6.18M	0.48%	56
2020 Q4	$15.3M	Sell	65,031 -4,164	-6%	-$711K	0.89%	35
2020 Q3	$9.89M	Buy	+69,195	New	+$8.17M	0.52%	53

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smith Group Asset Management's TSLA Position: Q1 2026 in Review

Smith Group Asset Management reduced its Tesla (TSLA) stake by 16% in Q1 2026, selling an estimated $331K and leaving 4,227 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #71.

Smith Group Asset Management first reported a position in TSLA in Q3 2020 and has held it in 17 quarters since. The position peaked at $32.9M in Q1 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Smith Group Asset Management held 4,227 shares of Tesla worth $1.57M as of Q1 2026.
Smith Group Asset Management sold 804 Tesla shares in Q1 2026, an estimated $331K.
Tesla made up 0.08% of Smith Group Asset Management's portfolio in Q1 2026, its #71 holding.
Smith Group Asset Management first reported a position in Tesla in Q3 2020 and has held it in 17 quarters since.
Smith Group Asset Management's Tesla position peaked at $32.9M in Q1 2022.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.