SRH Advisors’s Tesla TSLA Stock Holding History

SRH 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	$783K	Hold	2,105	–	–	0.22%	24
2025 Q4	$947K	Hold	2,105	–	–	0.27%	23
2025 Q3	$936K	Hold	2,105	–	–	0.27%	22
2025 Q2	$669K	Sell	2,105 -620	-23%	-$187K	0.2%	24
2025 Q1	$706K	Hold	2,725	–	–	0.22%	23
2024 Q4	$1.1M	Hold	2,725	–	–	0.33%	21
2024 Q3	$713K	Hold	2,725	–	–	0.22%	28
2024 Q2	$539K	Hold	2,725	–	–	0.18%	31
2024 Q1	$479K	Hold	2,725	–	–	0.15%	37
2023 Q4	$677K	Hold	2,725	–	–	0.24%	30
2023 Q3	$682K	Buy	2,725 +100	+4%	+$25.7K	0.33%	26
2023 Q2	$545K	Hold	2,625	–	–	0.29%	31
2023 Q1	$545K	Hold	2,625	–	–	0.29%	31
2022 Q4	$323K	Sell	2,625 -15	-0.6%	-$2.84K	0.18%	41
2022 Q3	$700K	Buy	2,640 +15	+0.6%	+$4.19K	0.91%	28
2022 Q2	$589K	Hold	2,625	–	–	0.73%	30
2022 Q1	$943K	Hold	2,625	–	–	1.05%	27
2021 Q4	$925K	Hold	2,625	–	–	1.05%	27
2021 Q3	$679K	Hold	2,625	–	–	0.83%	30
2021 Q2	$595K	Sell	2,625 -9	-0.3%	-$1.95K	0.74%	30
2021 Q1	$586K	Sell	2,634 -9	-0.3%	-$2.26K	0.83%	27
2020 Q4	$622K	Buy	2,643 +6	+0.2%	+$1.02K	1.03%	22
2020 Q3	$377K	Buy	2,637 +12	+0.5%	+$1.42K	0.73%	22
2020 Q2	$189K	Hold	2,625	–	–	0.47%	41
2020 Q1	$92K	Sell	2,625 -3,000	-53%	-$124K	0.26%	55
2019 Q4	$157K	Hold	5,625	–	–	0.5%	43
2019 Q3	$90K	Hold	5,625	–	–	0.3%	60
2019 Q2	$84K	Hold	5,625	–	–	0.29%	60
2019 Q1	$105K	Hold	5,625	–	–	0.37%	54
2018 Q4	$125K	Hold	5,625	–	–	0.48%	49
2018 Q3	$99K	Hold	5,625	–	–	0.34%	59
2018 Q2	$129K	Hold	5,625	–	–	0.48%	47
2018 Q1	$100K	Hold	5,625	–	–	0.4%	55
2017 Q4	$117K	Sell	5,625 -1,875	-25%	-$40.8K	0.46%	48
2017 Q3	$171K	Hold	7,500	–	–	0.72%	37
2017 Q2	$181K	Hold	7,500	–	–	0.86%	29
2017 Q1	$139K	Hold	7,500	–	–	0.65%	37
2016 Q4	$107K	Hold	7,500	–	–	0.53%	41
2016 Q3	$102K	Hold	7,500	–	–	0.53%	43
2016 Q2	$106K	Hold	7,500	–	–	0.56%	41
2016 Q1	$115K	Hold	7,500	–	–	0.63%	40
2015 Q4	$120K	Buy	+7,500	New	+$112K	0.71%	38

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

SRH Advisors's TSLA Position: Q1 2026 in Review

SRH Advisors held its Tesla (TSLA) position steady in Q1 2026 at 2,105 shares worth $783K. The position accounts for 0.22% of the portfolio, ranked #24.

SRH Advisors first reported a position in TSLA in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.1M in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

SRH Advisors held 2,105 shares of Tesla worth $783K as of Q1 2026.
SRH Advisors left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.22% of SRH Advisors's portfolio in Q1 2026, its #24 holding.
SRH Advisors first reported a position in Tesla in Q4 2015 and has held it in 42 quarters since.
SRH Advisors's Tesla position peaked at $1.1M in Q4 2024.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.