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Steward Partners Investment Advisory’s Tesla TSLA Stock Holding History

Steward Partners Investment Advisory’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 		$80.6M Buy
216,798
+24,417
+13% +$10.1M 0.41% 46
2025
Q4 		$86.5M Buy
192,381
+4,811
+3% +$2.13M 0.47% 34
2025
Q3 		$83.4M Buy
187,570
+72,947
+64% +$25.3M 0.48% 36
2025
Q2 		$36.4M Buy
114,623
+14,336
+14% +$4.32M 0.28% 65
2025
Q1 		$26M Sell
100,287
-5,569
-5% -$1.86M 0.23% 92
2024
Q4 		$42.7M Buy
105,856
+9,840
+10% +$3.17M 0.38% 48
2024
Q3 		$25.1M Sell
96,016
-865
-0.9% -$197K 0.23% 91
2024
Q2 		$19.2M Sell
96,881
-728
-0.7% -$127K 0.2% 99
2024
Q1 		$17.2M Sell
97,609
-129,888
-57% -$25.4M 0.19% 110
2023
Q4 		$56.5M Buy
227,497
+58,546
+35% +$13.9M 0.76% 15
2023
Q3 		$42.3M Buy
168,951
+70,607
+72% +$18.1M 0.65% 23
2023
Q2 		$25.7M Buy
98,344
+42,963
+78% +$8.59M 0.39% 51
2023
Q1 		$11.5M Buy
55,381
+4,150
+8% +$724K 0.18% 123
2022
Q4 		$6.31M Sell
51,231
-93,193
-65% -$17.6M 0.11% 207
2022
Q3 		$38.3M Sell
144,424
-1,289
-0.9% -$360K 0.72% 18
2022
Q2 		$32.7M Buy
145,713
+49,479
+51% +$13.5M 0.6% 22
2022
Q1 		$34.6M Buy
96,234
+2,394
+3% +$746K 0.54% 30
2021
Q4 		$33.1M Sell
93,840
-2,619
-3% -$878K 0.5% 31
2021
Q3 		$24.9M Buy
96,459
+16,629
+21% +$3.91M 0.43% 41
2021
Q2 		$18.1M Buy
79,830
+10,113
+15% +$2.2M 0.31% 71
2021
Q1 		$15.5M Buy
69,717
+24,006
+53% +$6.03M 0.27% 85
2020
Q4 		$10.8M Buy
45,711
+12,804
+39% +$2.19M 0.23% 112
2020
Q3 		$4.71M Sell
32,907
-3,453
-9% -$408K 0.12% 187
2020
Q2 		$2.62M Buy
36,360
+3,840
+12% +$208K 0.07% 255
2020
Q1 		$1.14M Buy
32,520
+2,550
+9% +$106K 0.04% 360
2019
Q4 		$835K Sell
29,970
-5,580
-16% -$121K 0.02% 502
2019
Q3 		$570K Buy
35,550
+11,100
+45% +$174K 0.02% 547
2019
Q2 		$364K Buy
24,450
+810
+3% +$12.6K 0.01% 639
2019
Q1 		$441K Sell
23,640
-2,985
-11% -$59.9K 0.02% 547
2018
Q4 		$590K Buy
26,625
+1,650
+7% +$35.5K 0.03% 447
2018
Q3 		$441K Sell
24,975
-4,170
-14% -$86.8K 0.02% 535
2018
Q2 		$666K Sell
29,145
-1,590
-5% -$32.3K 0.04% 403
2018
Q1 		$545K Buy
30,735
+5,010
+19% +$110K 0.04% 403
2017
Q4 		$533K Buy
25,725
+6,060
+31% +$132K 0.04% 346
2017
Q3 		$447K Buy
19,665
+7,200
+58% +$166K 0.05% 317
2017
Q2 		$300K Buy
12,465
+6,150
+97% +$135K 0.03% 344
2017
Q1 		$117K Buy
6,315
+2,535
+67% +$42.9K 0.02% 407
2016
Q4 		$53K Buy
+3,780
New +$49.7K 0.02% 317

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

Steward Partners Investment Advisory's TSLA Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Tesla (TSLA) stake by 13% in Q1 2026, buying an estimated $10.1M and bringing the position to 216,798 shares worth $80.6M. The position accounts for 0.41% of the portfolio, ranked #46.

Steward Partners Investment Advisory first reported a position in TSLA in Q4 2016 and has held it in 38 quarters since. The position peaked at $86.5M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Steward Partners Investment Advisory held 216,798 shares of Tesla worth $80.6M as of Q1 2026.
  • Steward Partners Investment Advisory bought 24,417 Tesla shares in Q1 2026, an estimated $10.1M.
  • Tesla made up 0.41% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #46 holding.
  • Steward Partners Investment Advisory first reported a position in Tesla in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Tesla position peaked at $86.5M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.