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CreativeOne Wealth’s Tesla TSLA Stock Holding History

CreativeOne Wealth’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
2021
Q1 		– Sell
-8,400
Closed -$239K – 613
2020
Q4 		$239K Buy
+8,400
New +$1.43M 0.02% 439

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

CreativeOne Wealth's TSLA Position: Q1 2026 in Review

CreativeOne Wealth reduced its Tesla (TSLA) stake by 0.27% in Q1 2026, selling an estimated $68.8K and leaving 61,765 shares worth $23M. The position accounts for 0.53% of the portfolio, ranked #38.

CreativeOne Wealth first reported a position in TSLA in Q2 2020 and has held it in 24 quarters since. The position peaked at $27.9M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • CreativeOne Wealth held 61,765 shares of Tesla worth $23M as of Q1 2026.
  • CreativeOne Wealth sold 167 Tesla shares in Q1 2026, an estimated $68.8K.
  • Tesla made up 0.53% of CreativeOne Wealth's portfolio in Q1 2026, its #38 holding.
  • CreativeOne Wealth first reported a position in Tesla in Q2 2020 and has held it in 24 quarters since.
  • CreativeOne Wealth's Tesla position peaked at $27.9M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.