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Cherry Tree Wealth Management’s Tesla TSLA Stock Holding History

Cherry Tree 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 		$451K Hold
1,212
– – 0.1% 102
2025
Q4 		$545K Buy
1,212
+1,193
+6,279% +$529K 0.12% 92
2025
Q3 		$8.45K Buy
19
+5
+36% +$1.73K ﹤0.01% 427
2025
Q2 		$4.45K Sell
14
-81
-85% -$24.4K ﹤0.01% 491
2025
Q1 		$24.5K Buy
95
+44
+86% +$14.7K 0.01% 319
2024
Q4 		$20.6K Hold
51
– – 0.01% 336
2024
Q3 		$13.3K Hold
51
– – ﹤0.01% 384
2024
Q2 		$10.1K Buy
51
+26
+104% +$4.54K ﹤0.01% 392
2024
Q1 		$4.39K Hold
25
– – ﹤0.01% 452
2023
Q4 		$6.21K Sell
25
-24
-49% -$5.7K ﹤0.01% 410
2023
Q3 		$12.3K Sell
49
-16
-25% -$4.11K ﹤0.01% 326
2023
Q2 		$17K Buy
+65
New +$13K 0.01% 301

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cherry Tree Wealth Management's TSLA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Tesla (TSLA) position steady in Q1 2026 at 1,212 shares worth $451K. The position accounts for 0.1% of the portfolio, ranked #102.

Cherry Tree Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $545K in Q4 2025. 4,205 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Cherry Tree Wealth Management held 1,212 shares of Tesla worth $451K as of Q1 2026.
  • Cherry Tree Wealth Management left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.1% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Cherry Tree Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Tesla position peaked at $545K in Q4 2025.
  • 4,205 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.