BlueStem Wealth Partners’s Tesla TSLA Stock Holding History

BlueStem 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	$1.88M	Buy	5,059 +102	+2%	+$42K	0.21%	46
2025 Q4	$2.23M	Buy	4,957 +3	+0.1%	+$1.33K	0.25%	43
2025 Q3	$2.2M	Buy	4,954 +173	+4%	+$60K	0.25%	39
2025 Q2	$1.52M	Buy	4,781 +210	+5%	+$63.3K	0.19%	42
2025 Q1	$1.18M	Sell	4,571 -80	-2%	-$26.7K	0.16%	43
2024 Q4	$1.88M	Buy	+4,651	New	+$1.5M	0.25%	34

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

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

BlueStem Wealth Partners increased its Tesla (TSLA) stake by 2.1% in Q1 2026, buying an estimated $42K and bringing the position to 5,059 shares worth $1.88M. The position accounts for 0.21% of the portfolio, ranked #46.

BlueStem Wealth Partners first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.23M in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

BlueStem Wealth Partners held 5,059 shares of Tesla worth $1.88M as of Q1 2026.
BlueStem Wealth Partners bought 102 Tesla shares in Q1 2026, an estimated $42K.
Tesla made up 0.21% of BlueStem Wealth Partners's portfolio in Q1 2026, its #46 holding.
BlueStem Wealth Partners first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Tesla position peaked at $2.23M in Q4 2025.
4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.