Collaborative Wealth Management’s Tesla TSLA Stock Holding History

Collaborative 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	$1M	Sell	2,696 -864	-24%	-$356K	0.46%	36
2025 Q4	$1.6M	Buy	3,560 +709	+25%	+$314K	0.56%	41
2025 Q3	$1.27M	Hold	2,851	–	–	0.51%	44
2025 Q2	$906K	Buy	2,851 +126	+5%	+$38K	0.4%	56
2025 Q1	$706K	Buy	2,725 +87	+3%	+$29K	0.33%	66
2024 Q4	$1.07M	Buy	2,638 +25	+1%	+$8.04K	0.48%	42
2024 Q3	$684K	Sell	2,613 -28	-1%	-$6.38K	0.31%	71
2024 Q2	$523K	Hold	2,641	–	–	0.26%	87
2024 Q1	$464K	Buy	+2,641	New	+$516K	0.23%	95
2023 Q3	–	Sell	-768	Closed	-$201K	–	176
2023 Q2	$201K	Buy	+768	New	+$154K	0.12%	161
2022 Q4	–	Sell	-755	Closed	-$200K	–	180
2022 Q3	$200K	Buy	+755	New	+$211K	0.14%	162
2021 Q4	$272K	Buy	+771	New	+$259K	0.15%	170
2021 Q1	$252K	Buy	+702	New	+$176K	0.15%	165

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

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

Collaborative Wealth Management reduced its Tesla (TSLA) stake by 24% in Q1 2026, selling an estimated $356K and leaving 2,696 shares worth $1M. The position accounts for 0.46% of the portfolio, ranked #36.

Collaborative Wealth Management first reported a position in TSLA in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.6M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Collaborative Wealth Management held 2,696 shares of Tesla worth $1M as of Q1 2026.
Collaborative Wealth Management sold 864 Tesla shares in Q1 2026, an estimated $356K.
Tesla made up 0.46% of Collaborative Wealth Management's portfolio in Q1 2026, its #36 holding.
Collaborative Wealth Management first reported a position in Tesla in Q1 2021 and has held it in 13 quarters since.
Collaborative Wealth Management's Tesla position peaked at $1.6M in Q4 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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