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Trivest Advisors’s Tesla TSLA Stock Holding History

Trivest Advisors’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 		$13.4M Buy
36,000
+26,000
+260% +$10.7M 0.96% 17
2025
Q4 		$4.5M Buy
+10,000
New +$4.43M 0.21% 27
2025
Q1 		– Sell
-283,500
Closed -$114M – 51
2024
Q4 		$114M Buy
283,500
+103,500
+58% +$33.3M 5.2% 4
2024
Q3 		$47.1M Buy
+180,000
New +$41M 2.67% 12
2024
Q2 		– Sell
-4,500
Closed -$791K – 29
2024
Q1 		$791K Buy
+4,500
New +$879K 0.03% 26
2023
Q4 		– Sell
-147,000
Closed -$36.8M – 36
2023
Q3 		$36.8M Buy
147,000
+16,000
+12% +$4.11M 2.71% 10
2023
Q2 		$34.3M Buy
131,000
+95,940
+274% +$19.2M 1.18% 15
2023
Q1 		$7.27M Buy
35,060
+3,000
+9% +$523K 0.57% 10
2022
Q4 		$3.95M Sell
32,060
-166,000
-84% -$31.4M 0.48% 8
2022
Q3 		$52.5M Sell
198,060
-185,040
-48% -$51.7M 18.09% 3
2022
Q2 		$86M Buy
383,100
+103,800
+37% +$28.3M 18.62% 3
2022
Q1 		$100M Sell
279,300
-576,600
-67% -$180M 16.95% 2
2021
Q4 		$301M Buy
855,900
+267,900
+46% +$89.9M 27.7% 1
2021
Q3 		$152M Buy
588,000
+64,500
+12% +$15.2M 17.84% 1
2021
Q2 		$119M Buy
523,500
+196,500
+60% +$42.7M 12.13% 2
2021
Q1 		$72.8M Sell
327,000
-651,600
-67% -$164M 20.65% 3
2020
Q4 		$230M Buy
978,600
+411,600
+73% +$70.2M 23.12% 1
2020
Q3 		$81.1M Sell
567,000
-33,000
-6% -$3.9M 12.43% 4
2020
Q2 		$43.2M Buy
+600,000
New +$32.5M 5.83% 8

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Trivest Advisors's TSLA Position: Q1 2026 in Review

Trivest Advisors increased its Tesla (TSLA) stake by 260% in Q1 2026, buying an estimated $10.7M and bringing the position to 36,000 shares worth $13.4M. The position accounts for 0.96% of the portfolio, ranked #17.

Trivest Advisors first reported a position in TSLA in Q2 2020 and has held it in 19 quarters since. The position peaked at $301M in Q4 2021. 4,185 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Trivest Advisors held 36,000 shares of Tesla worth $13.4M as of Q1 2026.
  • Trivest Advisors bought 26,000 Tesla shares in Q1 2026, an estimated $10.7M.
  • Tesla made up 0.96% of Trivest Advisors's portfolio in Q1 2026, its #17 holding.
  • Trivest Advisors first reported a position in Tesla in Q2 2020 and has held it in 19 quarters since.
  • Trivest Advisors's Tesla position peaked at $301M in Q4 2021.
  • 4,185 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Trivest Advisors's 13F filing for Q1 2026, filed 7 May 2026.