Stage Harbor Financial’s Tesla TSLA Stock Holding History

Stage Harbor Financial’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	$387K	Buy	1,040 +44	+4%	+$18.1K	0.26%	42
2025 Q4	$448K	Sell	996 -120	-11%	-$53.2K	0.3%	39
2025 Q3	$496K	Buy	1,116 +45	+4%	+$15.6K	0.36%	35
2025 Q2	$340K	Sell	1,071 -48	-4%	-$14.5K	0.28%	39
2025 Q1	$290K	Sell	1,119 -173	-13%	-$57.7K	0.25%	47
2024 Q4	$522K	Hold	1,292	–	–	0.45%	28
2024 Q3	$281K	Buy	1,292 +212	+20%	+$48.3K	0.26%	39
2024 Q2	$214K	Buy	+1,080	New	+$189K	0.21%	39
2024 Q1	–	Sell	-815	Closed	-$203K	–	45
2023 Q4	$203K	Buy	+815	New	+$194K	0.2%	39

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

Stage Harbor Financial's TSLA Position: Q1 2026 in Review

Stage Harbor Financial increased its Tesla (TSLA) stake by 4.4% in Q1 2026, buying an estimated $18.1K and bringing the position to 1,040 shares worth $387K. The position accounts for 0.26% of the portfolio, ranked #42.

Stage Harbor Financial first reported a position in TSLA in Q4 2023 and has held it in 9 quarters since. The position peaked at $522K in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Stage Harbor Financial held 1,040 shares of Tesla worth $387K as of Q1 2026.
Stage Harbor Financial bought 44 Tesla shares in Q1 2026, an estimated $18.1K.
Tesla made up 0.26% of Stage Harbor Financial's portfolio in Q1 2026, its #42 holding.
Stage Harbor Financial first reported a position in Tesla in Q4 2023 and has held it in 9 quarters since.
Stage Harbor Financial's Tesla position peaked at $522K in Q4 2024.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.