United Advisor Group’s Tesla TSLA Stock Holding History

United Advisor 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	$6.9M	Buy	18,572 +370	+2%	+$152K	0.85%	21
2025 Q4	$8.19M	Sell	18,202 -4,583	-20%	-$2.03M	1.02%	18
2025 Q3	$10.1M	Buy	22,785 +8,868	+64%	+$3.08M	1.36%	12
2025 Q2	$4.42M	Buy	13,917 +1,287	+10%	+$388K	0.76%	29
2025 Q1	$3.27M	Buy	12,630 +193	+2%	+$64.3K	0.67%	37
2024 Q4	$5.02M	Buy	12,437 +1,463	+13%	+$471K	0.99%	23
2024 Q3	$2.87M	Buy	10,974 +2,886	+36%	+$658K	0.65%	36
2024 Q2	$1.6M	Sell	8,088 -218	-3%	-$38.1K	0.5%	59
2024 Q1	$1.46M	Buy	+8,306	New	+$1.62M	0.55%	56

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

United Advisor Group's TSLA Position: Q1 2026 in Review

United Advisor Group increased its Tesla (TSLA) stake by 2% in Q1 2026, buying an estimated $152K and bringing the position to 18,572 shares worth $6.9M. The position accounts for 0.85% of the portfolio, ranked #21.

United Advisor Group first reported a position in TSLA in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.1M in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

United Advisor Group held 18,572 shares of Tesla worth $6.9M as of Q1 2026.
United Advisor Group bought 370 Tesla shares in Q1 2026, an estimated $152K.
Tesla made up 0.85% of United Advisor Group's portfolio in Q1 2026, its #21 holding.
United Advisor Group first reported a position in Tesla in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Tesla position peaked at $10.1M in Q3 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.