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EPG Wealth Management’s Tesla TSLA Stock Holding History

EPG 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 		$441K Sell
1,185
-70
-6% -$28.8K 0.12% 148
2025
Q4 		$564K Buy
1,255
+12
+1% +$5.32K 0.15% 139
2025
Q3 		$553K Buy
1,243
+198
+19% +$68.7K 0.15% 137
2025
Q2 		$332K Sell
1,045
-1,903
-65% -$573K 0.1% 155
2025
Q1 		$764K Buy
2,948
+86
+3% +$28.7K 0.21% 130
2024
Q4 		$1.16M Buy
2,862
+149
+5% +$47.9K 0.3% 95
2024
Q3 		$710K Buy
+2,713
New +$619K 0.18% 135
2024
Q2 		– Sell
-2,725
Closed -$476K – 161
2024
Q1 		$479K Buy
2,725
+90
+3% +$17.6K 0.12% 172
2023
Q4 		$485K Buy
2,635
+682
+35% +$162K 0.13% 162
2023
Q3 		$489K Buy
1,953
+92
+5% +$23.6K 0.15% 150
2023
Q2 		$487K Buy
1,861
+14
+0.8% +$2.8K 0.14% 149
2023
Q1 		$383K Sell
1,847
-7
-0.4% -$1.22K 0.12% 165
2022
Q4 		$228K Sell
1,854
-18
-1% -$3.41K 0.09% 193
2022
Q3 		$497K Sell
1,872
-9
-0.5% -$2.51K 0.2% 103
2022
Q2 		$422K Buy
1,881
+27
+1% +$7.37K 0.18% 117
2022
Q1 		$666K Sell
1,854
-861
-32% -$268K 0.23% 91
2021
Q4 		$956K Buy
2,715
+468
+21% +$157K 0.34% 69
2021
Q3 		$581K Buy
2,247
+330
+17% +$77.7K 0.23% 92
2021
Q2 		$434K Buy
1,917
+135
+8% +$29.3K 0.18% 118
2021
Q1 		$397K Sell
1,782
-3
-0.2% -$753 0.19% 113
2020
Q4 		$420K Buy
1,785
+165
+10% +$28.2K 0.25% 90
2020
Q3 		$232K Buy
+1,620
New +$191K 0.17% 112
2020
Q2 		– Sell
-2,385
Closed -$83K – 708
2020
Q1 		$83K Buy
2,385
+885
+59% +$36.7K 0.06% 204
2019
Q4 		$42K Buy
+1,500
New +$32.5K 0.03% 256

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

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

EPG Wealth Management reduced its Tesla (TSLA) stake by 5.6% in Q1 2026, selling an estimated $28.8K and leaving 1,185 shares worth $441K. The position accounts for 0.12% of the portfolio, ranked #148.

EPG Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.16M in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • EPG Wealth Management held 1,185 shares of Tesla worth $441K as of Q1 2026.
  • EPG Wealth Management sold 70 Tesla shares in Q1 2026, an estimated $28.8K.
  • Tesla made up 0.12% of EPG Wealth Management's portfolio in Q1 2026, its #148 holding.
  • EPG Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 24 quarters since.
  • EPG Wealth Management's Tesla position peaked at $1.16M in Q4 2024.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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