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Delap Wealth Advisory’s Tesla TSLA Stock Holding History

Delap Wealth Advisory’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 		$1.78M Sell
4,777
-2,522
-35% -$1.04M 0.67% 29
2025
Q4 		$3.28M Buy
7,299
+6,599
+943% +$2.93M 1.27% 21
2025
Q3 		$322K Hold
700
– – 0.14% 69
2025
Q2 		$222K Sell
700
-2,598
-79% -$783K 0.11% 75
2025
Q1 		$855K Sell
3,298
-340
-9% -$113K 0.48% 34
2024
Q4 		$1.47M Buy
3,638
+2,637
+263% +$848K 0.88% 28
2024
Q3 		$262K Sell
1,001
-292
-23% -$66.6K 0.17% 53
2024
Q2 		$256K Sell
1,293
-3,284
-72% -$574K 0.12% 93
2024
Q1 		$805K Buy
4,577
+3,536
+340% +$691K 0.33% 47
2023
Q4 		$259K Buy
+1,041
New +$247K 0.12% 77

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

Delap Wealth Advisory's TSLA Position: Q1 2026 in Review

Delap Wealth Advisory reduced its Tesla (TSLA) stake by 35% in Q1 2026, selling an estimated $1.04M and leaving 4,777 shares worth $1.78M. The position accounts for 0.67% of the portfolio, ranked #29.

Delap Wealth Advisory first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.28M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Delap Wealth Advisory held 4,777 shares of Tesla worth $1.78M as of Q1 2026.
  • Delap Wealth Advisory sold 2,522 Tesla shares in Q1 2026, an estimated $1.04M.
  • Tesla made up 0.67% of Delap Wealth Advisory's portfolio in Q1 2026, its #29 holding.
  • Delap Wealth Advisory first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • Delap Wealth Advisory's Tesla position peaked at $3.28M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.