Tilia Fiduciary Partners’s Tesla TSLA Stock Holding History

Tilia Fiduciary Partners’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	$291K	Buy	784 +18	+2%	+$7.42K	0.16%	98
2025 Q4	$344K	Buy	766 +189	+33%	+$83.8K	0.19%	92
2025 Q3	$257K	Sell	577 -340	-37%	-$118K	0.15%	104
2025 Q2	$291K	Buy	+917	New	+$276K	0.18%	99
2025 Q1	–	Sell	-543	Closed	-$219K	–	120
2024 Q4	$219K	Buy	+543	New	+$175K	0.15%	103
2023 Q3	–	Sell	-488	Closed	-$128K	–	458
2023 Q2	$128K	Buy	488 +20	+4%	+$4K	0.11%	115
2023 Q1	$97.1K	Sell	468 -29	-6%	-$5.06K	0.09%	139
2022 Q4	$61.2K	Sell	497 -211	-30%	-$40K	0.06%	184
2022 Q3	$153K	Buy	708 +15	+2%	+$4.19K	0.15%	103
2022 Q2	$162K	Buy	693 +15	+2%	+$4.09K	0.15%	104
2022 Q1	$244K	Sell	678 -72	-10%	-$22.4K	0.21%	93
2021 Q4	$264K	Buy	+750	New	+$252K	0.21%	91

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

Tilia Fiduciary Partners's TSLA Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Tesla (TSLA) stake by 2.3% in Q1 2026, buying an estimated $7.42K and bringing the position to 784 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #98.

Tilia Fiduciary Partners first reported a position in TSLA in Q4 2021 and has held it in 12 quarters since. The position peaked at $344K in Q4 2025. 4,178 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Tilia Fiduciary Partners held 784 shares of Tesla worth $291K as of Q1 2026.
Tilia Fiduciary Partners bought 18 Tesla shares in Q1 2026, an estimated $7.42K.
Tesla made up 0.16% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #98 holding.
Tilia Fiduciary Partners first reported a position in Tesla in Q4 2021 and has held it in 12 quarters since.
Tilia Fiduciary Partners's Tesla position peaked at $344K in Q4 2025.
4,178 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.