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Swan Global Investments’s Tesla TSLA Stock Holding History

Swan Global Investments’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 		$861K Hold
2,100
– – 0.03% 41
2025
Q4 		$861K Buy
+2,100
New +$931K 0.03% 43

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

Swan Global Investments's TSLA Position: Q1 2026 in Review

Swan Global Investments increased its Tesla (TSLA) stake by 7.3% in Q1 2026, buying an estimated $22.7K and bringing the position to 809 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #64.

Swan Global Investments first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $386K in Q3 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Swan Global Investments held 809 shares of Tesla worth $301K as of Q1 2026.
  • Swan Global Investments bought 55 Tesla shares in Q1 2026, an estimated $22.7K.
  • Tesla made up 0.01% of Swan Global Investments's portfolio in Q1 2026, its #64 holding.
  • Swan Global Investments first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • Swan Global Investments's Tesla position peaked at $386K in Q3 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Swan Global Investments's 13F filing for Q1 2026, filed 7 May 2026.