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Horizon Wealth Management’s Tesla TSLA Stock Holding History

Horizon 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 		$1.75M Buy
4,713
+30
+0.6% +$12.4K 0.26% 43
2025
Q4 		$2.11M Hold
4,683
– – 0.33% 34
2025
Q3 		$2.08M Sell
4,683
-46
-1% -$16K 0.31% 37
2025
Q2 		$1.5M Sell
4,729
-101
-2% -$30.4K 0.26% 31
2025
Q1 		$1.25M Sell
4,830
-946
-16% -$315K 0.21% 30
2024
Q4 		$2.33M Buy
5,776
+1,327
+30% +$427K 0.41% 23
2024
Q3 		$1.16M Sell
4,449
-469
-10% -$107K 0.23% 32
2024
Q2 		$973K Sell
4,918
-2,696
-35% -$471K 0.23% 28
2024
Q1 		$1.34M Sell
7,614
-544
-7% -$106K 0.35% 25
2023
Q4 		$2.03M Buy
8,158
+2,256
+38% +$536K 0.56% 21
2023
Q3 		$1.48M Sell
5,902
-59,584
-91% -$15.3M 0.59% 18
2023
Q2 		$17.1M Buy
65,486
+60,232
+1,146% +$12M 6.76% 5
2023
Q1 		$1.09M Sell
5,254
-19,526
-79% -$3.41M 0.82% 18
2022
Q4 		$3.05M Buy
24,780
+11,015
+80% +$2.09M 2.49% 10
2022
Q3 		$3.65M Buy
13,765
+9,994
+265% +$2.79M 2.68% 13
2022
Q2 		$846K Buy
3,771
+429
+13% +$117K 0.35% 35
2022
Q1 		$1.2M Buy
3,342
+12
+0.4% +$3.74K 0.37% 32
2021
Q4 		$1.17M Buy
+3,330
New +$1.12M 0.34% 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

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

Horizon Wealth Management increased its Tesla (TSLA) stake by 0.64% in Q1 2026, buying an estimated $12.4K and bringing the position to 4,713 shares worth $1.75M. The position accounts for 0.26% of the portfolio, ranked #43.

Horizon Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.1M in Q2 2023. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Horizon Wealth Management held 4,713 shares of Tesla worth $1.75M as of Q1 2026.
  • Horizon Wealth Management bought 30 Tesla shares in Q1 2026, an estimated $12.4K.
  • Tesla made up 0.26% of Horizon Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Horizon Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's Tesla position peaked at $17.1M in Q2 2023.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.