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Blodgett Wealth Advisors’s Tesla TSLA Stock Holding History

Blodgett Wealth Advisors’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 		$855K Sell
2,300
-100
-4% -$41.2K 0.68% 28
2025
Q4 		$1.08M Hold
2,400
– – 0.75% 21
2025
Q3 		$1.07M Hold
2,400
– – 0.74% 23
2025
Q2 		$762K Sell
2,400
-900
-27% -$271K 0.6% 28
2025
Q1 		$855K Buy
3,300
+35
+1% +$11.7K 0.73% 25
2024
Q4 		$1.32M Sell
3,265
-40
-1% -$12.9K 1.03% 19
2024
Q3 		$865K Sell
3,305
-100
-3% -$22.8K 0.73% 22
2024
Q2 		$674K Buy
3,405
+1,700
+100% +$297K 0.57% 27
2024
Q1 		$300K Sell
1,705
-750
-31% -$147K 0.27% 49
2023
Q4 		$610K Buy
2,455
+485
+25% +$115K 0.62% 27
2023
Q3 		$493K Buy
1,970
+300
+18% +$77.1K 0.54% 33
2023
Q2 		$437K Sell
1,670
-360
-18% -$72K 0.45% 38
2023
Q1 		$421K Sell
2,030
-60
-3% -$10.5K 0.49% 38
2022
Q4 		$257K Sell
2,090
-1,000
-32% -$189K 0.31% 50
2022
Q3 		$820K Sell
3,090
-540
-15% -$151K 0.98% 26
2022
Q2 		$815K Sell
3,630
-255
-7% -$69.6K 0.89% 27
2022
Q1 		$1.4M Buy
3,885
+825
+27% +$257K 1.16% 22
2021
Q4 		$1.08M Buy
+3,060
New +$1.03M 0.84% 30

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

Blodgett Wealth Advisors's TSLA Position: Q1 2026 in Review

Blodgett Wealth Advisors reduced its Tesla (TSLA) stake by 4.2% in Q1 2026, selling an estimated $41.2K and leaving 2,300 shares worth $855K. The position accounts for 0.68% of the portfolio, ranked #28.

Blodgett Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.4M in Q1 2022. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Blodgett Wealth Advisors held 2,300 shares of Tesla worth $855K as of Q1 2026.
  • Blodgett Wealth Advisors sold 100 Tesla shares in Q1 2026, an estimated $41.2K.
  • Tesla made up 0.68% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Blodgett Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Blodgett Wealth Advisors's Tesla position peaked at $1.4M in Q1 2022.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.