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Spectrum Investment Advisors’s Tesla TSLA Stock Holding History

Spectrum Investment 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 		$469K Buy
1,261
+31
+3% +$12.8K 0.23% 27
2025
Q4 		$553K Buy
1,230
+674
+121% +$299K 0.28% 25
2025
Q3 		$247K Buy
+556
New +$193K 0.13% 26
2024
Q1 		– Sell
-1,212
Closed -$301K – 36
2023
Q4 		$301K Buy
+1,212
New +$288K 0.24% 26

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

Spectrum Investment Advisors's TSLA Position: Q1 2026 in Review

Spectrum Investment Advisors increased its Tesla (TSLA) stake by 2.5% in Q1 2026, buying an estimated $12.8K and bringing the position to 1,261 shares worth $469K. The position accounts for 0.23% of the portfolio, ranked #27.

Spectrum Investment Advisors first reported a position in TSLA in Q4 2023 and has held it in 4 quarters since. The position peaked at $553K in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Spectrum Investment Advisors held 1,261 shares of Tesla worth $469K as of Q1 2026.
  • Spectrum Investment Advisors bought 31 Tesla shares in Q1 2026, an estimated $12.8K.
  • Tesla made up 0.23% of Spectrum Investment Advisors's portfolio in Q1 2026, its #27 holding.
  • Spectrum Investment Advisors first reported a position in Tesla in Q4 2023 and has held it in 4 quarters since.
  • Spectrum Investment Advisors's Tesla position peaked at $553K in Q4 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.