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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 		$223K Buy
+600
New +$247K 0.04% 150

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

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. 4,181 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.
  • 4,181 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.