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Defined Wealth Management’s Tesla TSLA Stock Holding History

Defined 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 		$343K Buy
922
+87
+10% +$35.8K 0.2% 88
2025
Q4 		$376K Buy
835
+93
+13% +$41.2K 0.22% 86
2025
Q3 		$330K Buy
+742
New +$257K 0.19% 90
2025
Q1 		– Sell
-559
Closed -$226K – 109
2024
Q4 		$226K Buy
+559
New +$180K 0.15% 104
2021
Q1 		– Sell
-252
Closed -$59K – 189
2020
Q4 		$59K Buy
+252
New +$43K 0.06% 128

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

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

Defined Wealth Management increased its Tesla (TSLA) stake by 10% in Q1 2026, buying an estimated $35.8K and bringing the position to 922 shares worth $343K. The position accounts for 0.2% of the portfolio, ranked #88.

Defined Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Defined Wealth Management held 922 shares of Tesla worth $343K as of Q1 2026.
  • Defined Wealth Management bought 87 Tesla shares in Q1 2026, an estimated $35.8K.
  • Tesla made up 0.2% of Defined Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Defined Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 5 quarters since.
  • Defined Wealth Management's Tesla position peaked at $376K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.