Crestmont Private Wealth’s Tesla TSLA Stock Holding History

Crestmont Private 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
2026 Q1	$286K	Hold	768	–	–	0.09%	84
2025 Q4	$345K	Sell	768 -5	-0.6%	-$2.22K	0.11%	63
2025 Q3	$344K	Sell	773 -6	-0.8%	-$2.08K	0.11%	59
2025 Q2	$247K	Buy	+779	New	+$235K	0.09%	69
2025 Q1	–	Sell	-768	Closed	-$310K	–	86
2024 Q4	$310K	Sell	768 -269	-26%	-$86.5K	0.14%	48
2024 Q3	$271K	Buy	1,037 +21	+2%	+$4.79K	0.12%	62
2024 Q2	$201K	Buy	+1,016	New	+$178K	0.1%	83

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

Crestmont Private Wealth's TSLA Position: Q1 2026 in Review

Crestmont Private Wealth held its Tesla (TSLA) position steady in Q1 2026 at 768 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #84.

Crestmont Private Wealth first reported a position in TSLA in Q2 2024 and has held it in 7 quarters since. The position peaked at $345K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Crestmont Private Wealth held 768 shares of Tesla worth $286K as of Q1 2026.
Crestmont Private Wealth left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.09% of Crestmont Private Wealth's portfolio in Q1 2026, its #84 holding.
Crestmont Private Wealth first reported a position in Tesla in Q2 2024 and has held it in 7 quarters since.
Crestmont Private Wealth's Tesla position peaked at $345K in Q4 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.