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AGH Wealth Advisors’s Tesla TSLA Stock Holding History

AGH Wealth 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 		$799K Sell
2,150
-63
-3% -$26K 0.59% 35
2025
Q4 		$995K Sell
2,213
-43
-2% -$19.1K 0.75% 25
2025
Q3 		$1M Sell
2,256
-344
-13% -$119K 0.74% 27
2025
Q2 		$826K Buy
2,600
+231
+10% +$69.6K 0.68% 29
2025
Q1 		$614K Sell
2,369
-245
-9% -$81.7K 0.59% 33
2024
Q4 		$1.06M Buy
+2,614
New +$841K 0.98% 26

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

AGH Wealth Advisors's TSLA Position: Q1 2026 in Review

AGH Wealth Advisors reduced its Tesla (TSLA) stake by 2.8% in Q1 2026, selling an estimated $26K and leaving 2,150 shares worth $799K. The position accounts for 0.59% of the portfolio, ranked #35.

AGH Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • AGH Wealth Advisors held 2,150 shares of Tesla worth $799K as of Q1 2026.
  • AGH Wealth Advisors sold 63 Tesla shares in Q1 2026, an estimated $26K.
  • Tesla made up 0.59% of AGH Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • AGH Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Tesla position peaked at $1.06M in Q4 2024.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.