BetterWealth’s Tesla TSLA Stock Holding History

BetterWealth’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	$1.69M	Buy	4,559 +79	+2%	+$32.5K	0.33%	26
2025 Q4	$2.01M	Sell	4,480 -43	-1%	-$19.1K	0.46%	21
2025 Q3	$2.01M	Buy	4,523 +1,013	+29%	+$351K	0.48%	21
2025 Q2	$1.11M	Hold	3,510	–	–	0.29%	27
2025 Q1	$910K	Sell	3,510 -46	-1%	-$15.3K	0.26%	30
2024 Q4	$1.44M	Buy	3,556 +143	+4%	+$46K	0.4%	28
2024 Q3	$893K	Sell	3,413 -280	-8%	-$63.9K	0.26%	29
2024 Q2	$731K	Hold	3,693	–	–	0.23%	29
2024 Q1	$649K	Hold	3,693	–	–	0.21%	32
2023 Q4	$918K	Hold	3,693	–	–	0.31%	28
2023 Q3	$924K	Hold	3,693	–	–	0.37%	21
2023 Q2	$967K	Hold	3,693	–	–	0.38%	21
2023 Q1	$766K	Buy	3,693 +21	+0.6%	+$3.66K	0.31%	22
2022 Q4	$452K	Sell	3,672 -75	-2%	-$14.2K	0.2%	24
2022 Q3	$994K	Hold	3,747	–	–	0.51%	17
2022 Q2	$841K	Hold	3,747	–	–	0.42%	19
2022 Q1	$1.35M	Hold	3,747	–	–	1.8%	7
2021 Q4	$1.32M	Buy	+3,747	New	+$1.26M	0.93%	13

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BetterWealth's TSLA Position: Q1 2026 in Review

BetterWealth increased its Tesla (TSLA) stake by 1.8% in Q1 2026, buying an estimated $32.5K and bringing the position to 4,559 shares worth $1.69M. The position accounts for 0.33% of the portfolio, ranked #26.

BetterWealth first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.01M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

BetterWealth held 4,559 shares of Tesla worth $1.69M as of Q1 2026.
BetterWealth bought 79 Tesla shares in Q1 2026, an estimated $32.5K.
Tesla made up 0.33% of BetterWealth's portfolio in Q1 2026, its #26 holding.
BetterWealth first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
BetterWealth's Tesla position peaked at $2.01M in Q4 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.