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Dougherty Wealth Advisers’s Tesla TSLA Stock Holding History

Dougherty Wealth Advisers’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 		$212K Hold
570
– – 0.13% 44
2025
Q4 		$256K Hold
570
– – 0.14% 41
2025
Q3 		$253K Hold
570
– – 0.16% 33
2025
Q2 		$181K Buy
570
+20
+4% +$6.03K 0.12% 39
2025
Q1 		$143K Hold
550
– – 0.11% 47
2024
Q4 		$222K Buy
+550
New +$177K 0.17% 38

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

Dougherty Wealth Advisers's TSLA Position: Q1 2026 in Review

Dougherty Wealth Advisers held its Tesla (TSLA) position steady in Q1 2026 at 570 shares worth $212K. The position accounts for 0.13% of the portfolio, ranked #44.

Dougherty Wealth Advisers first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $256K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Dougherty Wealth Advisers held 570 shares of Tesla worth $212K as of Q1 2026.
  • Dougherty Wealth Advisers left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.13% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #44 holding.
  • Dougherty Wealth Advisers first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Dougherty Wealth Advisers's Tesla position peaked at $256K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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