UCFA
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United Capital Financial Advisors’s Tesla TSLA Stock Holding History

United Capital Financial 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
2020
Q1 		– Sell
-90
Closed -$251K – 1365
2019
Q4 		$251K Buy
+90
New +$1.95K ﹤0.01% 1209

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

United Capital Financial Advisors's TSLA Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Tesla (TSLA) stake by 1% in Q1 2026, selling an estimated $477K and leaving 112,543 shares worth $41.8M. The position accounts for 0.26% of the portfolio, ranked #76.

United Capital Financial Advisors first reported a position in TSLA in Q3 2013 and has held it in 49 quarters since. The position peaked at $59.6M in Q4 2021. 4,187 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • United Capital Financial Advisors held 112,543 shares of Tesla worth $41.8M as of Q1 2026.
  • United Capital Financial Advisors sold 1,159 Tesla shares in Q1 2026, an estimated $477K.
  • Tesla made up 0.26% of United Capital Financial Advisors's portfolio in Q1 2026, its #76 holding.
  • United Capital Financial Advisors first reported a position in Tesla in Q3 2013 and has held it in 49 quarters since.
  • United Capital Financial Advisors's Tesla position peaked at $59.6M in Q4 2021.
  • 4,187 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.