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AE Wealth Management’s Tesla TSLA Stock Holding History

AE 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
2021
Q4 		– Sell
-6,000
Closed -$60K – 1792
2021
Q3 		$60K Buy
+6,000
New +$1.41M ﹤0.01% 1570

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

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

AE Wealth Management increased its Tesla (TSLA) stake by 13% in Q1 2026, buying an estimated $13.3M and bringing the position to 283,759 shares worth $105M. The position accounts for 0.57% of the portfolio, ranked #34.

AE Wealth Management first reported a position in TSLA in Q2 2017 and has held it in 36 quarters since. The position peaked at $113M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • AE Wealth Management held 283,759 shares of Tesla worth $105M as of Q1 2026.
  • AE Wealth Management bought 32,251 Tesla shares in Q1 2026, an estimated $13.3M.
  • Tesla made up 0.57% of AE Wealth Management's portfolio in Q1 2026, its #34 holding.
  • AE Wealth Management first reported a position in Tesla in Q2 2017 and has held it in 36 quarters since.
  • AE Wealth Management's Tesla position peaked at $113M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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