CWM
TSLA icon

Concentrum Wealth Management’s Tesla TSLA Stock Holding History

Concentrum 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 		$8.27M Sell
22,258
-87
-0.4% -$35.8K 2.44% 11
2025
Q4 		$10M Buy
22,345
+1,400
+7% +$621K 2.81% 9
2025
Q3 		$9.31M Buy
20,945
+765
+4% +$265K 2.69% 9
2025
Q2 		$6.41M Sell
20,180
-520
-3% -$157K 2.01% 12
2025
Q1 		$5.36M Sell
20,700
-29
-0.1% -$9.66K 1.99% 10
2024
Q4 		$8.37M Buy
20,729
+639
+3% +$206K 2.94% 6
2024
Q3 		$5.26M Buy
20,090
+169
+0.8% +$38.5K 2.05% 10
2024
Q2 		$3.94M Sell
19,921
-1,808
-8% -$316K 1.66% 14
2024
Q1 		$3.82M Sell
21,729
-872
-4% -$170K 1.76% 14
2023
Q4 		$5.62M Sell
22,601
-145
-0.6% -$34.5K 2.93% 9
2023
Q3 		$5.69M Buy
22,746
+586
+3% +$151K 3.44% 6
2023
Q2 		$5.8M Buy
22,160
+357
+2% +$71.4K 3.71% 7
2023
Q1 		$4.52M Sell
21,803
-280
-1% -$48.8K 3.36% 6
2022
Q4 		$2.72M Buy
22,083
+2,953
+15% +$559K 2.43% 9
2022
Q3 		$5.07M Buy
19,130
+1,163
+6% +$325K 4.42% 4
2022
Q2 		$4.03M Buy
17,967
+891
+5% +$243K 3.31% 8
2022
Q1 		$6.13M Buy
17,076
+1,743
+11% +$543K 3.82% 6
2021
Q4 		$5.4M Buy
15,333
+1,086
+8% +$364K 2.82% 10
2021
Q3 		$3.68M Sell
14,247
-3
-0% -$706 2.31% 12
2021
Q2 		$3.23M Sell
14,250
-1,680
-11% -$365K 2.07% 11
2021
Q1 		$3.55M Buy
15,930
+291
+2% +$73.1K 2.68% 10
2020
Q4 		$3.68M Buy
15,639
+75
+0.5% +$12.8K 2.91% 10
2020
Q3 		$2.23M Buy
15,564
+3,534
+29% +$417K 2.13% 11
2020
Q2 		$866K Sell
12,030
-825
-6% -$44.6K 0.88% 18
2020
Q1 		$449K Buy
12,855
+3,660
+40% +$152K 0.6% 22
2019
Q4 		$256K Buy
+9,195
New +$199K 0.29% 36
2019
Q1 		– Sell
-9,165
Closed -$203K – 40
2018
Q4 		$203K Buy
+9,165
New +$197K 0.35% 26

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

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

Concentrum Wealth Management reduced its Tesla (TSLA) stake by 0.39% in Q1 2026, selling an estimated $35.8K and leaving 22,258 shares worth $8.27M. The position accounts for 2.44% of the portfolio, ranked #11.

Concentrum Wealth Management first reported a position in TSLA in Q4 2018 and has held it in 27 quarters since. The position peaked at $10M in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Concentrum Wealth Management held 22,258 shares of Tesla worth $8.27M as of Q1 2026.
  • Concentrum Wealth Management sold 87 Tesla shares in Q1 2026, an estimated $35.8K.
  • Tesla made up 2.44% of Concentrum Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Concentrum Wealth Management first reported a position in Tesla in Q4 2018 and has held it in 27 quarters since.
  • Concentrum Wealth Management's Tesla position peaked at $10M in Q4 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.