FRG Family Wealth Advisors’s Tesla TSLA Stock Holding History

FRG Family Wealth Advisors’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	$4.52M	Sell	12,171 -565	-4%	-$233K	0.74%	32
2025 Q4	$5.73M	Buy	12,736 +1,425	+13%	+$632K	0.89%	28
2025 Q3	$5.03M	Buy	11,311 +1,232	+12%	+$427K	0.81%	29
2025 Q2	$3.2M	Buy	10,079 +5,198	+106%	+$1.57M	0.56%	41
2025 Q1	$1.26M	Buy	4,881 +4,279	+711%	+$1.43M	0.24%	65
2024 Q4	$243K	Sell	602 -5,786	-91%	-$1.86M	0.04%	139
2024 Q3	$1.67M	Buy	6,388 +231	+4%	+$52.7K	0.3%	53
2024 Q2	$1.24M	Sell	6,157 -85	-1%	-$14.9K	0.24%	65
2024 Q1	$1.14M	Sell	6,242 -3,517	-36%	-$687K	0.22%	68
2023 Q4	$2.42M	Hold	9,759	–	–	0.49%	41
2023 Q3	$2.44M	Hold	9,759	–	–	0.55%	40
2023 Q2	$2.55M	Sell	9,759 -5	-0.1%	-$1K	0.56%	38
2023 Q1	$2.03M	Hold	9,764	–	–	0.46%	43
2022 Q4	$1.2M	Sell	9,764 -75	-0.8%	-$14.2K	0.29%	65
2022 Q3	$2.61M	Buy	9,839 +8,153	+484%	+$2.28M	0.64%	39
2022 Q2	$378K	Hold	1,686	–	–	0.09%	111
2022 Q1	$606K	Buy	1,686 +93	+6%	+$29K	0.12%	97
2021 Q4	$561K	Buy	+1,593	New	+$534K	0.1%	100

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FRG Family Wealth Advisors's TSLA Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Tesla (TSLA) stake by 4.4% in Q1 2026, selling an estimated $233K and leaving 12,171 shares worth $4.52M. The position accounts for 0.74% of the portfolio, ranked #32.

FRG Family Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.73M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

FRG Family Wealth Advisors held 12,171 shares of Tesla worth $4.52M as of Q1 2026.
FRG Family Wealth Advisors sold 565 Tesla shares in Q1 2026, an estimated $233K.
Tesla made up 0.74% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #32 holding.
FRG Family Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
FRG Family Wealth Advisors's Tesla position peaked at $5.73M in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.