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Waterford Advisors’s Tesla TSLA Stock Holding History

Waterford 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 		$255K Hold
719
– – 0.08% 53
2025
Q4 		$323K Hold
719
– – 0.13% 38
2025
Q3 		$320K Sell
719
-1,983
-73% -$688K 0.11% 39
2025
Q2 		$229K Buy
+2,702
New +$814K 0.08% 51
2025
Q1 		– Sell
-688
Closed -$278K – 54
2024
Q4 		$278K Buy
+688
New +$221K 0.14% 39
2023
Q2 		– Sell
-1,086
Closed -$225K – 54
2023
Q1 		$225K Buy
+1,086
New +$189K 0.12% 48

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Waterford Advisors's TSLA Position: Q1 2026 in Review

Waterford Advisors held its Tesla (TSLA) position steady in Q1 2026 at 719 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #53.

Waterford Advisors first reported a position in TSLA in Q1 2023 and has held it in 6 quarters since. The position peaked at $323K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Waterford Advisors held 719 shares of Tesla worth $255K as of Q1 2026.
  • Waterford Advisors left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.08% of Waterford Advisors's portfolio in Q1 2026, its #53 holding.
  • Waterford Advisors first reported a position in Tesla in Q1 2023 and has held it in 6 quarters since.
  • Waterford Advisors's Tesla position peaked at $323K in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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