SPG Advisors’s Tesla TSLA Stock Holding History

SPG 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	–	Sell	-2,299	Closed	-$1.03M	–	13
2025 Q4	$1.03M	Buy	2,299 +13	+0.6%	+$5.76K	10.63%	3
2025 Q3	$1.02M	Sell	2,286 -28	-1%	-$9.71K	11.7%	3
2025 Q2	$735K	Buy	+2,314	New	+$697K	8.81%	3

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SPG Advisors's TSLA Position: Q1 2026 in Review

SPG Advisors sold out of Tesla (TSLA) in Q1 2026, closing a stake of 2,299 shares — an estimated $1.03M sold.

SPG Advisors first reported a position in TSLA in Q2 2025 and held it in 3 quarters. The position peaked at $1.03M in Q4 2025. 4,195 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

SPG Advisors reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
SPG Advisors sold 2,299 Tesla shares in Q1 2026, an estimated $1.03M.
SPG Advisors first reported a position in Tesla in Q2 2025 and held it in 3 quarters.
SPG Advisors's Tesla position peaked at $1.03M in Q4 2025.
4,195 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on SPG Advisors's 13F filing for Q1 2026, filed 14 May 2026.