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Dakota Wealth Management’s Tesla TSLA Stock Holding History

Dakota 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
2022
Q3 		– Hold
0
– -$67K – 613
2022
Q2 		– Hold
0
– – – 503

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

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

Dakota Wealth Management reduced its Tesla (TSLA) stake by 2% in Q1 2026, selling an estimated $114K and leaving 13,696 shares worth $5.09M. The position accounts for 0.11% of the portfolio, ranked #175.

Dakota Wealth Management first reported a position in TSLA in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.25M in Q4 2024. 4,180 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Dakota Wealth Management held 13,696 shares of Tesla worth $5.09M as of Q1 2026.
  • Dakota Wealth Management sold 277 Tesla shares in Q1 2026, an estimated $114K.
  • Tesla made up 0.11% of Dakota Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Dakota Wealth Management first reported a position in Tesla in Q2 2020 and has held it in 24 quarters since.
  • Dakota Wealth Management's Tesla position peaked at $7.25M in Q4 2024.
  • 4,180 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.