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Axxcess Wealth Management’s Tesla TSLA Stock Holding History

Axxcess 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
2022
Q3 		– Sell
-42,876
Closed -$9.49M – 609
2022
Q2 		$9.49M Buy
42,876
+2,868
+7% +$783K 0.87% 18
2022
Q1 		$14.2M Buy
40,008
+4,950
+14% +$1.54M 1.11% 13
2021
Q4 		$12.2M Buy
+35,058
New +$11.8M 0.89% 16

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

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

Axxcess Wealth Management reduced its Tesla (TSLA) stake by 9.2% in Q1 2026, selling an estimated $2.91M and leaving 69,555 shares worth $24.9M. The position accounts for 0.8% of the portfolio, ranked #30.

Axxcess Wealth Management first reported a position in TSLA in Q3 2022 and has held it in 15 quarters since. The position peaked at $33.4M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Axxcess Wealth Management held 69,555 shares of Tesla worth $24.9M as of Q1 2026.
  • Axxcess Wealth Management sold 7,054 Tesla shares in Q1 2026, an estimated $2.91M.
  • Tesla made up 0.8% of Axxcess Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Axxcess Wealth Management first reported a position in Tesla in Q3 2022 and has held it in 15 quarters since.
  • Axxcess Wealth Management's Tesla position peaked at $33.4M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.