WA
TSLA icon

Waverly Advisors’s Tesla TSLA Stock Holding History

Waverly 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 		$24.6M Buy
66,147
+9,030
+16% +$3.72M 0.18% 115
2025
Q4 		$25.7M Buy
57,117
+7,993
+16% +$3.54M 0.21% 100
2025
Q3 		$21.8M Buy
49,124
+741
+2% +$257K 0.22% 89
2025
Q2 		$15.4M Buy
48,383
+1,117
+2% +$337K 0.17% 124
2025
Q1 		$12.2M Buy
47,266
+6,960
+17% +$2.32M 0.15% 148
2024
Q4 		$16.3M Buy
40,306
+4,726
+13% +$1.52M 0.25% 82
2024
Q3 		$9.31M Sell
35,580
-2,403
-6% -$548K 0.17% 131
2024
Q2 		$7.52M Buy
37,983
+23,692
+166% +$4.14M 0.15% 142
2024
Q1 		$2.51M Buy
14,291
+5,107
+56% +$998K 0.06% 226
2023
Q4 		$2.28M Buy
9,184
+3,552
+63% +$844K 0.09% 135
2023
Q3 		$1.41M Sell
5,632
-775
-12% -$199K 0.06% 169
2023
Q2 		$1.68M Buy
6,407
+220
+4% +$44K 0.07% 145
2023
Q1 		$1.28M Buy
6,187
+2,821
+84% +$492K 0.07% 128
2022
Q4 		$415K Buy
3,366
+1,070
+47% +$203K 0.02% 199
2022
Q3 		$609K Buy
2,296
+817
+55% +$228K 0.04% 140
2022
Q2 		$332K Buy
1,479
+465
+46% +$127K 0.03% 158
2022
Q1 		$364K Sell
1,014
-21
-2% -$6.54K 0.03% 146
2021
Q4 		$297K Buy
1,035
+66
+7% +$22.1K 0.03% 158
2021
Q3 		$344K Buy
969
+120
+14% +$28.2K 0.03% 156
2021
Q2 		$203K Buy
+849
New +$184K 0.02% 189
2020
Q4 		– Sell
-2,799
Closed -$362K – 156
2020
Q3 		$362K Buy
+2,799
New +$330K 0.05% 104
2018
Q1 		– Sell
-375
Closed -$8K – 345
2017
Q4 		$8K Buy
+375
New +$8.16K ﹤0.01% 343
2014
Q4 		– Sell
-720
Closed -$12K – 659
2014
Q3 		$12K Hold
720
– – 0.01% 437
2014
Q2 		$12K Sell
720
-60
-8% -$837 0.01% 413
2014
Q1 		$11K Sell
780
-360
-32% -$4.82K 0.01% 407
2013
Q4 		$11K Buy
+1,140
New +$11.6K ﹤0.01% 542

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

Waverly Advisors's TSLA Position: Q1 2026 in Review

Waverly Advisors increased its Tesla (TSLA) stake by 16% in Q1 2026, buying an estimated $3.72M and bringing the position to 66,147 shares worth $24.6M. The position accounts for 0.18% of the portfolio, ranked #115.

Waverly Advisors first reported a position in TSLA in Q4 2013 and has held it in 26 quarters since. The position peaked at $25.7M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Waverly Advisors held 66,147 shares of Tesla worth $24.6M as of Q1 2026.
  • Waverly Advisors bought 9,030 Tesla shares in Q1 2026, an estimated $3.72M.
  • Tesla made up 0.18% of Waverly Advisors's portfolio in Q1 2026, its #115 holding.
  • Waverly Advisors first reported a position in Tesla in Q4 2013 and has held it in 26 quarters since.
  • Waverly Advisors's Tesla position peaked at $25.7M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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