Biltmore Wealth Management’s Tesla TSLA Stock Holding History

Biltmore 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
2026 Q1	$1.01M	Buy	2,712 +22	+0.8%	+$9.06K	0.36%	24
2025 Q4	$1.21M	Sell	2,690 -18	-0.7%	-$7.98K	0.46%	19
2025 Q3	$1.2M	Sell	2,708 -842	-24%	-$292K	0.46%	19
2025 Q2	$1.13M	Sell	3,550 -179	-5%	-$53.9K	0.46%	21
2025 Q1	$966K	Sell	3,729 -43	-1%	-$14.3K	0.41%	23
2024 Q4	$1.52M	Buy	3,772 +99	+3%	+$31.9K	0.63%	19
2024 Q3	$961K	Buy	3,673 +334	+10%	+$76.2K	0.39%	24
2024 Q2	$661K	Buy	3,339 +70	+2%	+$12.2K	0.29%	32
2024 Q1	$812K	Hold	3,269	–	–	0.39%	27
2023 Q4	$812K	Hold	3,269	–	–	0.39%	27
2023 Q3	$818K	Buy	3,269 +385	+13%	+$98.9K	0.39%	25
2023 Q2	$755K	Buy	+2,884	New	+$577K	0.32%	28

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

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

Biltmore Wealth Management increased its Tesla (TSLA) stake by 0.82% in Q1 2026, buying an estimated $9.06K and bringing the position to 2,712 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #24.

Biltmore Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Biltmore Wealth Management held 2,712 shares of Tesla worth $1.01M as of Q1 2026.
Biltmore Wealth Management bought 22 Tesla shares in Q1 2026, an estimated $9.06K.
Tesla made up 0.36% of Biltmore Wealth Management's portfolio in Q1 2026, its #24 holding.
Biltmore Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 12 quarters since.
Biltmore Wealth Management's Tesla position peaked at $1.52M in Q4 2024.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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