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Stiles Financial Services’s Tesla TSLA Stock Holding History

Stiles Financial Services’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 		$918K Buy
2,470
+200
+9% +$82.4K 0.28% 86
2025
Q4 		$1.02M Buy
2,270
+29
+1% +$12.9K 0.31% 84
2025
Q3 		$997K Sell
2,241
-385
-15% -$134K 0.31% 85
2025
Q2 		$834K Sell
2,626
-265
-9% -$79.8K 0.29% 88
2025
Q1 		$749K Hold
2,891
– – 0.29% 87
2024
Q4 		$1.17M Sell
2,891
-3,200
-53% -$1.03M 0.42% 71
2024
Q3 		$1.59M Sell
6,091
-133
-2% -$30.3K 0.56% 60
2024
Q2 		$1.23M Sell
6,224
-160
-3% -$28K 0.47% 64
2024
Q1 		$1.12M Sell
6,384
-106
-2% -$20.7K 0.45% 73
2023
Q4 		$1.61M Buy
6,490
+521
+9% +$124K 0.73% 46
2023
Q3 		$1.49M Buy
5,969
+272
+5% +$69.9K 0.77% 41
2023
Q2 		$1.49M Sell
5,697
-689
-11% -$138K 0.74% 45
2023
Q1 		$1.32M Sell
6,386
-80
-1% -$14K 0.71% 45
2022
Q4 		$797K Sell
6,466
-33
-0.5% -$6.25K 0.46% 67
2022
Q3 		$1.72M Sell
6,499
-881
-12% -$246K 1.05% 29
2022
Q2 		$1.66M Buy
7,380
+144
+2% +$39.3K 1% 26
2022
Q1 		$2.63M Buy
7,236
+333
+5% +$104K 1.32% 18
2021
Q4 		$2.46M Buy
+6,903
New +$2.32M 1.18% 21

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

Stiles Financial Services's TSLA Position: Q1 2026 in Review

Stiles Financial Services increased its Tesla (TSLA) stake by 8.8% in Q1 2026, buying an estimated $82.4K and bringing the position to 2,470 shares worth $918K. The position accounts for 0.28% of the portfolio, ranked #86.

Stiles Financial Services first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.63M in Q1 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Stiles Financial Services held 2,470 shares of Tesla worth $918K as of Q1 2026.
  • Stiles Financial Services bought 200 Tesla shares in Q1 2026, an estimated $82.4K.
  • Tesla made up 0.28% of Stiles Financial Services's portfolio in Q1 2026, its #86 holding.
  • Stiles Financial Services first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Tesla position peaked at $2.63M in Q1 2022.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.