Arete Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.77M | Sell |
23,600
-4,865
| -17% | -$2M | 0.66% | 37 |
|
|
2025
Q4 | $12.8M | Buy |
28,465
+7,072
| +33% | +$3.13M | 0.78% | 26 |
|
|
2025
Q3 | $9.51M | Sell |
21,393
-4,103
| -16% | -$1.42M | 0.6% | 38 |
|
|
2025
Q2 | $8.1M | Sell |
25,496
-604
| -2% | -$182K | 0.58% | 39 |
|
|
2025
Q1 | $6.76M | Buy |
26,100
+5,632
| +28% | +$1.88M | 0.52% | 40 |
|
|
2024
Q4 | $8.31M | Buy |
20,468
+4,763
| +30% | +$1.53M | 0.6% | 36 |
|
|
2024
Q3 | $4.08M | Buy |
+15,705
| New | +$3.58M | 0.35% | 64 |
|
|
2024
Q1 | – | Sell |
-22,845
| Closed | -$5.68M | – | 702 |
|
|
2023
Q4 | $5.68M | Buy |
+22,845
| New | +$5.43M | 0.43% | 47 |
|
|
2023
Q3 | – | Sell |
-22,988
| Closed | -$6.02M | – | 704 |
|
|
2023
Q2 | $6.02M | Buy |
22,988
+1,151
| +5% | +$230K | 0.53% | 38 |
|
|
2023
Q1 | $4.53M | Buy |
21,837
+2,819
| +15% | +$492K | 0.37% | 61 |
|
|
2022
Q4 | $2.34B | Sell |
19,018
-2,060
| -10% | -$390K | 0.2% | 98 |
|
|
2022
Q3 | $5.59M | Buy |
21,078
+1,260
| +6% | +$352K | 0.55% | 38 |
|
|
2022
Q2 | $4.48M | Buy |
19,818
+2,970
| +18% | +$811K | 0.45% | 54 |
|
|
2022
Q1 | $6.05M | Buy |
16,848
+180
| +1% | +$56.1K | 0.51% | 49 |
|
|
2021
Q4 | $6.33M | Buy |
16,668
+450
| +3% | +$151K | 0.54% | 45 |
|
|
2021
Q3 | $4.19M | Buy |
16,218
+99
| +0.6% | +$23.3K | 0.46% | 47 |
|
|
2021
Q2 | $2.3M | Sell |
16,119
-309
| -2% | -$67.1K | 0.32% | 67 |
|
|
2021
Q1 | $3.66M | Buy |
16,428
+2,157
| +15% | +$542K | 0.47% | 49 |
|
|
2020
Q4 | $3.43M | Sell |
14,271
-2,013
| -12% | -$344K | 0.49% | 51 |
|
|
2020
Q3 | $2.26M | Sell |
16,284
-2,286
| -12% | -$270K | 0.34% | 69 |
|
|
2020
Q2 | $1.34M | Buy |
18,570
+2,070
| +13% | +$112K | 0.23% | 110 |
|
|
2020
Q1 | $573K | Sell |
16,500
-7,695
| -32% | -$319K | 0.11% | 179 |
|
|
2019
Q4 | $675K | Buy |
24,195
+1,245
| +5% | +$27K | 0.12% | 196 |
|
|
2019
Q3 | $369K | Buy |
22,950
+2,340
| +11% | +$36.6K | 0.07% | 260 |
|
|
2019
Q2 | $307K | Buy |
20,610
+7,830
| +61% | +$122K | 0.06% | 295 |
|
|
2019
Q1 | $238K | Buy |
12,780
+2,475
| +24% | +$49.7K | 0.05% | 326 |
|
|
2018
Q4 | $229K | Buy |
+10,305
| New | +$222K | 0.06% | 313 |
|
|
2014
Q4 | – | Sell |
-14,955
| Closed | -$242K | – | 159 |
|
|
2014
Q3 | $242K | Buy |
+14,955
| New | +$247K | 0.18% | 99 |
|
Other funds holding TSLA
VCM
VPM
Arete Wealth Advisors's TSLA Position: Q1 2026 in Review
Arete Wealth Advisors reduced its Tesla (TSLA) stake by 17% in Q1 2026, selling an estimated $2M and leaving 23,600 shares worth $8.77M. The position accounts for 0.66% of the portfolio, ranked #37.
Arete Wealth Advisors first reported a position in TSLA in Q3 2014 and has held it in 28 quarters since. The position peaked at $2.34B in Q4 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.
- Arete Wealth Advisors held 23,600 shares of Tesla worth $8.77M as of Q1 2026.
- Arete Wealth Advisors sold 4,865 Tesla shares in Q1 2026, an estimated $2M.
- Tesla made up 0.66% of Arete Wealth Advisors's portfolio in Q1 2026, its #37 holding.
- Arete Wealth Advisors first reported a position in Tesla in Q3 2014 and has held it in 28 quarters since.
- Arete Wealth Advisors's Tesla position peaked at $2.34B in Q4 2022.
- 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.