Trivant Custom Portfolio Group’s Tesla TSLA Stock Holding History

Trivant Custom Portfolio Group’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	$604K	Hold	1,625	–	–	0.33%	68
2025 Q4	$731K	Buy	1,625 +375	+30%	+$166K	0.42%	63
2025 Q3	$556K	Hold	1,250	–	–	0.29%	69
2025 Q2	$397K	Buy	1,250 +15	+1%	+$4.52K	0.22%	75
2025 Q1	$320K	Buy	1,235 +32	+3%	+$10.7K	0.18%	73
2024 Q4	$486K	Buy	1,203 +110	+10%	+$35.4K	0.28%	60
2024 Q3	$286K	Hold	1,093	–	–	0.17%	62
2024 Q2	$216K	Sell	1,093 -45	-4%	-$7.87K	0.13%	64
2024 Q1	$200K	Sell	1,138 -150	-12%	-$29.3K	0.13%	59
2023 Q4	$320K	Hold	1,288	–	–	0.21%	49
2023 Q3	$322K	Buy	1,288 +43	+3%	+$11K	0.24%	44
2023 Q2	$326K	Buy	1,245 +175	+16%	+$35K	0.23%	44
2023 Q1	$222K	Buy	+1,070	New	+$187K	0.16%	52

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

Trivant Custom Portfolio Group's TSLA Position: Q1 2026 in Review

Trivant Custom Portfolio Group held its Tesla (TSLA) position steady in Q1 2026 at 1,625 shares worth $604K. The position accounts for 0.33% of the portfolio, ranked #68.

Trivant Custom Portfolio Group first reported a position in TSLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $731K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Trivant Custom Portfolio Group held 1,625 shares of Tesla worth $604K as of Q1 2026.
Trivant Custom Portfolio Group left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.33% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #68 holding.
Trivant Custom Portfolio Group first reported a position in Tesla in Q1 2023 and has held it in 13 quarters since.
Trivant Custom Portfolio Group's Tesla position peaked at $731K in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.