AWP
TSLA icon

Ascent Wealth Partners’s Tesla TSLA Stock Holding History

Ascent Wealth Partners’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 		$407K Sell
1,095
-3,638
-77% -$1.5M 0.05% 146
2025
Q4 		$2.13M Buy
4,733
+6
+0.1% +$2.66K 0.24% 82
2025
Q3 		$2.1M Buy
4,727
+2
+0% +$694 0.24% 83
2025
Q2 		$1.5M Buy
4,725
+15
+0.3% +$4.52K 0.19% 103
2025
Q1 		$1.22M Buy
4,710
+18
+0.4% +$6K 0.16% 109
2024
Q4 		$1.89M Hold
4,692
– – 0.26% 75
2024
Q3 		$1.23M Sell
4,692
-29
-0.6% -$6.61K 0.17% 100
2024
Q2 		$934K Buy
4,721
+85
+2% +$14.9K 0.14% 110
2024
Q1 		$815K Sell
4,636
-5,048
-52% -$986K 0.12% 111
2023
Q4 		$2.41M Buy
9,684
+4,928
+104% +$1.17M 0.39% 55
2023
Q3 		$1.19M Sell
4,756
-12
-0.3% -$3.08K 0.22% 88
2023
Q2 		$1.28M Buy
4,768
+136
+3% +$27.2K 0.23% 91
2023
Q1 		$961K Buy
4,632
+555
+14% +$96.8K 0.19% 101
2022
Q4 		$502K Sell
4,077
-33
-0.8% -$6.25K 0.11% 117
2022
Q3 		$1.09M Buy
4,110
+75
+2% +$20.9K 0.26% 83
2022
Q2 		$906K Sell
4,035
-5,736
-59% -$1.57M 0.2% 94
2022
Q1 		$3.51M Buy
9,771
+66
+0.7% +$20.6K 0.66% 49
2021
Q4 		$3.42M Buy
9,705
+174
+2% +$58.4K 0.61% 50
2021
Q3 		$2.46M Buy
9,531
+96
+1% +$22.6K 0.47% 56
2021
Q2 		$2.14M Sell
9,435
-231
-2% -$50.1K 0.41% 57
2021
Q1 		$2.15M Sell
9,666
-4,065
-30% -$1.02M 0.47% 55
2020
Q4 		$3.23M Sell
13,731
-840
-6% -$143K 0.72% 46
2020
Q3 		$2.08M Sell
14,571
-11,859
-45% -$1.4M 0.53% 55
2020
Q2 		$1.9M Buy
26,430
+555
+2% +$30K 0.55% 53
2020
Q1 		$903K Buy
+25,875
New +$1.07M 0.33% 59

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

Ascent Wealth Partners's TSLA Position: Q1 2026 in Review

Ascent Wealth Partners reduced its Tesla (TSLA) stake by 77% in Q1 2026, selling an estimated $1.5M and leaving 1,095 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #146.

Ascent Wealth Partners first reported a position in TSLA in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.51M in Q1 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Ascent Wealth Partners held 1,095 shares of Tesla worth $407K as of Q1 2026.
  • Ascent Wealth Partners sold 3,638 Tesla shares in Q1 2026, an estimated $1.5M.
  • Tesla made up 0.05% of Ascent Wealth Partners's portfolio in Q1 2026, its #146 holding.
  • Ascent Wealth Partners first reported a position in Tesla in Q1 2020 and has held it in 25 quarters since.
  • Ascent Wealth Partners's Tesla position peaked at $3.51M in Q1 2022.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.