Cassaday & Co Wealth Management’s Tesla TSLA Stock Holding History

Cassaday & Co 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	$2.38M	Buy	6,393 +45	+0.7%	+$18.5K	0.05%	77
2025 Q4	$2.85M	Sell	6,348 -5,176	-45%	-$2.29M	0.06%	69
2025 Q3	$5.12M	Sell	11,524 -769	-6%	-$267K	0.12%	44
2025 Q2	$3.9M	Buy	12,293 +461	+4%	+$139K	0.1%	51
2025 Q1	$3.07M	Sell	11,832 -1,044	-8%	-$348K	0.09%	52
2024 Q4	$5.2M	Sell	12,876 -876	-6%	-$282K	0.14%	36
2024 Q3	$3.6M	Buy	13,752 +79	+0.6%	+$18K	0.1%	43
2024 Q2	$2.71M	Sell	13,673 -108	-0.8%	-$18.9K	0.09%	51
2024 Q1	$2.42M	Buy	13,781 +239	+2%	+$46.7K	0.08%	55
2023 Q4	$3.37M	Sell	13,542 -711	-5%	-$169K	0.12%	41
2023 Q3	$3.57M	Buy	14,253 +964	+7%	+$248K	0.15%	34
2023 Q2	$3.48M	Buy	13,289 +160	+1%	+$32K	0.14%	35
2023 Q1	$2.72M	Buy	13,129 +81	+0.6%	+$14.1K	0.12%	41
2022 Q4	$1.61M	Buy	+13,048	New	+$2.47M	0.07%	61

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

Cassaday & Co Wealth Management's TSLA Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Tesla (TSLA) stake by 0.71% in Q1 2026, buying an estimated $18.5K and bringing the position to 6,393 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #77.

Cassaday & Co Wealth Management first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.2M in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Cassaday & Co Wealth Management held 6,393 shares of Tesla worth $2.38M as of Q1 2026.
Cassaday & Co Wealth Management bought 45 Tesla shares in Q1 2026, an estimated $18.5K.
Tesla made up 0.05% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #77 holding.
Cassaday & Co Wealth Management first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Tesla position peaked at $5.2M in Q4 2024.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.