West Family Investments’s Tesla TSLA Stock Holding History

West Family Investments’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 Q4	–	Sell	-1,500	Closed	-$16K	–	125
2020 Q3	$16K	Sell	1,500 -3,750	-71%	-$443K	0.01%	91
2020 Q2	$1.31M	Buy	5,250 +3,750	+250%	+$203K	0.32%	54
2020 Q1	$363K	Sell	1,500 -3,750	-71%	-$155K	0.14%	71
2019 Q4	$1.31M	Buy	+5,250	New	+$114K	0.32%	54
2019 Q2	–	Sell	-6,000	Closed	-$874K	–	87
2019 Q1	$874K	Hold	6,000	–	–	0.22%	65
2018 Q4	$976K	Hold	6,000	–	–	0.25%	62
2018 Q3	$2.23M	Buy	+6,000	New	+$125K	0.53%	43
2017 Q1	–	Sell	-7,500	Closed	-$823K	–	111
2016 Q4	$823K	Buy	+7,500	New	+$98.6K	0.15%	77

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

West Family Investments's TSLA Position: Q1 2026 in Review

West Family Investments reduced its Tesla (TSLA) stake by 46% in Q1 2026, selling an estimated $2.51M and leaving 7,131 shares worth $2.65M. The position accounts for 0.93% of the portfolio, ranked #17.

West Family Investments first reported a position in TSLA in Q1 2020 and has held it in 23 quarters since. The position peaked at $21.5M in Q3 2020. 4,185 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

West Family Investments held 7,131 shares of Tesla worth $2.65M as of Q1 2026.
West Family Investments sold 6,085 Tesla shares in Q1 2026, an estimated $2.51M.
Tesla made up 0.93% of West Family Investments's portfolio in Q1 2026, its #17 holding.
West Family Investments first reported a position in Tesla in Q1 2020 and has held it in 23 quarters since.
West Family Investments's Tesla position peaked at $21.5M in Q3 2020.
4,185 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.