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Chokshi & Queen Wealth Advisors’s Tesla TSLA Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$1.47M Buy
3,961
+23
+0.6% +$9.47K 0.79% 18
2025
Q4 		$1.77M Sell
3,938
-2,879
-42% -$1.28M 0.93% 17
2025
Q3 		$3.03M Sell
6,817
-5,000
-42% -$1.73M 1.6% 12
2025
Q2 		$3.75M Buy
11,817
+740
+7% +$223K 2.15% 9
2025
Q1 		$2.87M Buy
11,077
+6,753
+156% +$2.25M 1.75% 11
2024
Q4 		$1.75M Buy
+4,324
New +$1.39M 1.08% 16

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

Chokshi & Queen Wealth Advisors's TSLA Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its Tesla (TSLA) stake by 0.58% in Q1 2026, buying an estimated $9.47K and bringing the position to 3,961 shares worth $1.47M. The position accounts for 0.79% of the portfolio, ranked #18.

Chokshi & Queen Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.75M in Q2 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 3,961 shares of Tesla worth $1.47M as of Q1 2026.
  • Chokshi & Queen Wealth Advisors bought 23 Tesla shares in Q1 2026, an estimated $9.47K.
  • Tesla made up 0.79% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's Tesla position peaked at $3.75M in Q2 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.