Swisher Financial Concepts’s Tesla TSLA Stock Holding History

Swisher Financial Concepts’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	$535K	Sell	1,440 -60	-4%	-$24.7K	0.3%	51
2025 Q4	$675K	Sell	1,500 -126	-8%	-$55.9K	0.38%	41
2025 Q3	$723K	Sell	1,626 -639	-28%	-$222K	0.43%	36
2025 Q2	$720K	Buy	2,265 +109	+5%	+$32.8K	0.46%	42
2025 Q1	$559K	Buy	2,156 +863	+67%	+$288K	0.46%	38
2024 Q4	$522K	Sell	1,293 -3,155	-71%	-$1.02M	0.61%	30
2024 Q3	$1.06M	Buy	4,448 +2,199	+98%	+$501K	0.67%	25
2024 Q2	$520K	Sell	2,249 -21	-0.9%	-$3.67K	0.53%	33
2024 Q1	$391K	Buy	2,270 +149	+7%	+$29.1K	0.34%	47
2023 Q4	$466K	Buy	+2,121	New	+$504K	0.45%	37

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

Swisher Financial Concepts's TSLA Position: Q1 2026 in Review

Swisher Financial Concepts reduced its Tesla (TSLA) stake by 4% in Q1 2026, selling an estimated $24.7K and leaving 1,440 shares worth $535K. The position accounts for 0.3% of the portfolio, ranked #51.

Swisher Financial Concepts first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Swisher Financial Concepts held 1,440 shares of Tesla worth $535K as of Q1 2026.
Swisher Financial Concepts sold 60 Tesla shares in Q1 2026, an estimated $24.7K.
Tesla made up 0.3% of Swisher Financial Concepts's portfolio in Q1 2026, its #51 holding.
Swisher Financial Concepts first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's Tesla position peaked at $1.06M in Q3 2024.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.