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Cadence Wealth Management’s Tesla TSLA Stock Holding History

Cadence 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 		$216K Buy
580
+26
+5% +$10.7K 0.09% 56
2025
Q4 		$249K Buy
554
+35
+7% +$15.5K 0.12% 53
2025
Q3 		$231K Buy
+519
New +$180K 0.12% 54

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

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

Cadence Wealth Management increased its Tesla (TSLA) stake by 4.7% in Q1 2026, buying an estimated $10.7K and bringing the position to 580 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #56.

Cadence Wealth Management first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Cadence Wealth Management held 580 shares of Tesla worth $216K as of Q1 2026.
  • Cadence Wealth Management bought 26 Tesla shares in Q1 2026, an estimated $10.7K.
  • Tesla made up 0.09% of Cadence Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Cadence Wealth Management first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • Cadence Wealth Management's Tesla position peaked at $249K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.