49 Wealth Management’s Tesla TSLA Stock Holding History

49 Wealth Management’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	$514K	Buy	1,382 +60	+5%	+$24.7K	0.04%	115
2025 Q4	$595K	Buy	1,322 +402	+44%	+$178K	0.05%	96
2025 Q3	$409K	Sell	920 -68	-7%	-$23.6K	0.04%	114
2025 Q2	$314K	Sell	988 -150	-13%	-$45.2K	0.03%	130
2025 Q1	$295K	Buy	1,138 +84	+8%	+$28K	0.04%	143
2024 Q4	$426K	Buy	1,054 +281	+36%	+$90.4K	0.06%	94
2024 Q3	$202K	Sell	773 -497	-39%	-$113K	0.03%	164
2024 Q2	$267K	Sell	1,270 -158	-11%	-$27.6K	0.05%	122
2024 Q1	$250K	Sell	1,428 -149	-9%	-$29.1K	0.05%	99
2023 Q4	$392K	Buy	+1,577	New	+$375K	0.1%	69

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

49 Wealth Management's TSLA Position: Q1 2026 in Review

49 Wealth Management increased its Tesla (TSLA) stake by 4.5% in Q1 2026, buying an estimated $24.7K and bringing the position to 1,382 shares worth $514K. The position accounts for 0.04% of the portfolio, ranked #115.

49 Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $595K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

49 Wealth Management held 1,382 shares of Tesla worth $514K as of Q1 2026.
49 Wealth Management bought 60 Tesla shares in Q1 2026, an estimated $24.7K.
Tesla made up 0.04% of 49 Wealth Management's portfolio in Q1 2026, its #115 holding.
49 Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's Tesla position peaked at $595K in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.