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Focused Wealth Management’s Tesla TSLA Stock Holding History

Focused 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
2021
Q4 		– Sell
-12,000
Closed -$120K – 1099
2021
Q3 		$120K Buy
+12,000
New +$2.82M 0.02% 263
2019
Q3 		– Sell
-12,000
Closed -$14K – 775
2019
Q2 		$14K Buy
+12,000
New +$187K ﹤0.01% 473

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

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

Focused Wealth Management increased its Tesla (TSLA) stake by 8.9% in Q1 2026, buying an estimated $896K and bringing the position to 26,528 shares worth $9.86M. The position accounts for 1.02% of the portfolio, ranked #23.

Focused Wealth Management first reported a position in TSLA in Q4 2013 and has held it in 50 quarters since. The position peaked at $11M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Focused Wealth Management held 26,528 shares of Tesla worth $9.86M as of Q1 2026.
  • Focused Wealth Management bought 2,174 Tesla shares in Q1 2026, an estimated $896K.
  • Tesla made up 1.02% of Focused Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Focused Wealth Management first reported a position in Tesla in Q4 2013 and has held it in 50 quarters since.
  • Focused Wealth Management's Tesla position peaked at $11M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.