HNWAG
TSLA icon

High Net Worth Advisory Group’s Tesla TSLA Stock Holding History

High Net Worth Advisory Group’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 		$2.6M Buy
6,982
+205
+3% +$84.5K 0.61% 42
2025
Q4 		$3.05M Buy
6,777
+319
+5% +$141K 0.7% 39
2025
Q3 		$2.87M Buy
6,458
+856
+15% +$297K 0.69% 40
2025
Q2 		$1.78M Buy
5,602
+409
+8% +$123K 0.47% 50
2025
Q1 		$1.35M Buy
5,193
+389
+8% +$130K 0.38% 63
2024
Q4 		$1.94M Buy
4,804
+236
+5% +$75.9K 0.54% 48
2024
Q3 		$1.2M Sell
4,568
-357
-7% -$81.4K 0.33% 68
2024
Q2 		$975K Sell
4,925
-1,598
-24% -$279K 0.3% 75
2024
Q1 		$1.15M Sell
6,523
-1,272
-16% -$249K 0.36% 65
2023
Q4 		$1.94M Sell
7,795
-86
-1% -$20.4K 0.72% 36
2023
Q3 		$1.97M Buy
7,881
+500
+7% +$128K 0.79% 33
2023
Q2 		$1.93M Sell
7,381
-106
-1% -$21.2K 0.75% 35
2023
Q1 		$1.55M Buy
7,487
+1,508
+25% +$263K 0.63% 42
2022
Q4 		$736K Buy
5,979
+137
+2% +$25.9K 0.29% 90
2022
Q3 		$1.55M Sell
5,842
-1,577
-21% -$440K 0.66% 39
2022
Q2 		$1.67M Buy
7,419
+3,366
+83% +$919K 0.69% 39
2022
Q1 		$1.46M Sell
4,053
-1,209
-23% -$377K 0.53% 49
2021
Q4 		$1.85M Buy
+5,262
New +$1.76M 0.65% 37

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

High Net Worth Advisory Group's TSLA Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Tesla (TSLA) stake by 3% in Q1 2026, buying an estimated $84.5K and bringing the position to 6,982 shares worth $2.6M. The position accounts for 0.61% of the portfolio, ranked #42.

High Net Worth Advisory Group first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.05M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • High Net Worth Advisory Group held 6,982 shares of Tesla worth $2.6M as of Q1 2026.
  • High Net Worth Advisory Group bought 205 Tesla shares in Q1 2026, an estimated $84.5K.
  • Tesla made up 0.61% of High Net Worth Advisory Group's portfolio in Q1 2026, its #42 holding.
  • High Net Worth Advisory Group first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Tesla position peaked at $3.05M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.