CFWMA
TSLA icon

Center for Wealth Management Advisory’s Tesla TSLA Stock Holding History

Center for Wealth Management Advisory’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 		$986K Buy
2,652
+301
+13% +$124K 0.71% 40
2025
Q4 		$1.06M Buy
+2,351
New +$1.04M 0.78% 41

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

Center for Wealth Management Advisory's TSLA Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Tesla (TSLA) stake by 13% in Q1 2026, buying an estimated $124K and bringing the position to 2,652 shares worth $986K. The position accounts for 0.71% of the portfolio, ranked #40.

Center for Wealth Management Advisory first reported a position in TSLA in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.06M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Center for Wealth Management Advisory held 2,652 shares of Tesla worth $986K as of Q1 2026.
  • Center for Wealth Management Advisory bought 301 Tesla shares in Q1 2026, an estimated $124K.
  • Tesla made up 0.71% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #40 holding.
  • Center for Wealth Management Advisory first reported a position in Tesla in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's Tesla position peaked at $1.06M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.