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Sunbelt Securities’s Tesla TSLA Stock Holding History

Sunbelt Securities’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 		$9.15M Buy
24,602
+549
+2% +$226K 0.58% 31
2025
Q4 		$10.8M Buy
24,053
+1,183
+5% +$524K 0.72% 22
2025
Q3 		$10.2M Sell
22,870
-12,348
-35% -$4.28M 0.7% 21
2025
Q2 		$14.2M Sell
35,218
-668
-2% -$201K 1.26% 10
2025
Q1 		$9.3M Buy
35,886
+668
+2% +$223K 0.83% 17
2024
Q4 		$14.7M Buy
35,218
+14,530
+70% +$4.67M 1.3% 10
2024
Q3 		$5.41M Sell
20,688
-366
-2% -$83.5K 0.53% 40
2024
Q2 		$4.17M Sell
21,054
-1,956
-9% -$342K 0.43% 53
2024
Q1 		$4.04M Buy
23,010
+5,551
+32% +$1.08M 0.45% 54
2023
Q4 		$4.34M Buy
17,459
+744
+4% +$177K 0.55% 40
2023
Q3 		$4.18M Buy
16,715
+2,630
+19% +$676K 0.58% 35
2023
Q2 		$3.69M Sell
14,085
-991
-7% -$198K 0.53% 41
2023
Q1 		$2.94M Buy
15,076
+3,643
+32% +$636K 0.47% 46
2022
Q4 		$1.41M Sell
11,433
-818
-7% -$155K 0.28% 93
2022
Q3 		$3.25M Buy
12,251
+1,442
+13% +$403K 0.69% 31
2022
Q2 		$2.43M Buy
10,809
+2,790
+35% +$762K 0.51% 42
2022
Q1 		$2.92M Buy
8,019
+291
+4% +$90.6K 0.54% 41
2021
Q4 		$2.38M Sell
7,728
-1,530
-17% -$513K 0.39% 64
2021
Q3 		$1.99M Hold
9,258
– – 0.36% 71
2021
Q2 		$1.99M Buy
9,258
+3,801
+70% +$825K 0.36% 71
2021
Q1 		$1.22M Sell
5,457
-513
-9% -$129K 0.24% 110
2020
Q4 		$1.4M Buy
5,970
+321
+6% +$54.8K 0.29% 82
2020
Q3 		$810K Sell
5,649
-1,011
-15% -$119K 0.23% 118
2020
Q2 		$467K Sell
6,660
-4,185
-39% -$226K 0.16% 164
2020
Q1 		$407K Sell
10,845
-4,260
-28% -$177K 0.02% 258
2019
Q4 		$421K Sell
15,105
-71,265
-83% -$1.55M 0.04% 357
2019
Q3 		$1.39M Buy
+86,370
New +$1.35M 0.16% 139

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

Sunbelt Securities's TSLA Position: Q1 2026 in Review

Sunbelt Securities increased its Tesla (TSLA) stake by 2.3% in Q1 2026, buying an estimated $226K and bringing the position to 24,602 shares worth $9.15M. The position accounts for 0.58% of the portfolio, ranked #31.

Sunbelt Securities first reported a position in TSLA in Q3 2019 and has held it in 27 quarters since. The position peaked at $14.7M in Q4 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Sunbelt Securities held 24,602 shares of Tesla worth $9.15M as of Q1 2026.
  • Sunbelt Securities bought 549 Tesla shares in Q1 2026, an estimated $226K.
  • Tesla made up 0.58% of Sunbelt Securities's portfolio in Q1 2026, its #31 holding.
  • Sunbelt Securities first reported a position in Tesla in Q3 2019 and has held it in 27 quarters since.
  • Sunbelt Securities's Tesla position peaked at $14.7M in Q4 2024.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.