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Circle Wealth Management’s Tesla TSLA Stock Holding History

Circle 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 		$6.95M Buy
18,703
+41
+0.2% +$16.9K 0.1% 45
2025
Q4 		$8.39M Sell
18,662
-651
-3% -$289K 0.13% 40
2025
Q3 		$8.59M Buy
19,313
+187
+1% +$64.9K 0.17% 37
2025
Q2 		$6.08M Buy
19,126
+4,373
+30% +$1.32M 0.13% 44
2025
Q1 		$3.82M Sell
14,753
-10,161
-41% -$3.39M 0.09% 50
2024
Q4 		$10.1M Sell
24,914
-2,310
-8% -$743K 0.21% 31
2024
Q3 		$7.12M Buy
27,224
+5,906
+28% +$1.35M 0.16% 38
2024
Q2 		$4.22M Buy
21,318
+7,193
+51% +$1.26M 0.1% 46
2024
Q1 		$2.48M Sell
14,125
-1,577
-10% -$308K 0.06% 64
2023
Q4 		$3.9M Sell
15,702
-14
-0.1% -$3.33K 0.1% 47
2023
Q3 		$3.93M Buy
15,716
+844
+6% +$217K 0.1% 48
2023
Q2 		$3.89M Sell
14,872
-56
-0.4% -$11.2K 0.51% 28
2023
Q1 		$3.1M Buy
14,928
+146
+1% +$25.5K 0.45% 30
2022
Q4 		$1.82M Buy
14,782
+1,547
+12% +$293K 0.28% 37
2022
Q3 		$3.51M Sell
13,235
-265
-2% -$74K 0.58% 27
2022
Q2 		$3.03M Buy
13,500
+57
+0.4% +$15.6K 0.48% 27
2022
Q1 		$4.83M Sell
13,443
-765
-5% -$238K 0.63% 26
2021
Q4 		$5M Sell
14,208
-450
-3% -$151K 0.65% 20
2021
Q3 		$3.79M Sell
14,658
-207
-1% -$48.7K 0.55% 27
2021
Q2 		$3.37M Sell
14,865
-141
-0.9% -$30.6K 0.48% 26
2021
Q1 		$3.34M Buy
15,006
+2,535
+20% +$636K 0.53% 25
2020
Q4 		$2.93M Buy
12,471
+2,517
+25% +$430K 0.42% 31
2020
Q3 		$1.42M Buy
9,954
+1,134
+13% +$134K 0.24% 47
2020
Q2 		$635K Sell
8,820
-2,025
-19% -$110K 0.11% 93
2020
Q1 		$379K Buy
10,845
+3,165
+41% +$131K 0.07% 127
2019
Q4 		$214K Buy
+7,680
New +$167K 0.04% 175

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

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

Circle Wealth Management increased its Tesla (TSLA) stake by 0.22% in Q1 2026, buying an estimated $16.9K and bringing the position to 18,703 shares worth $6.95M. The position accounts for 0.1% of the portfolio, ranked #45.

Circle Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.1M in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Circle Wealth Management held 18,703 shares of Tesla worth $6.95M as of Q1 2026.
  • Circle Wealth Management bought 41 Tesla shares in Q1 2026, an estimated $16.9K.
  • Tesla made up 0.1% of Circle Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Circle Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
  • Circle Wealth Management's Tesla position peaked at $10.1M in Q4 2024.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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