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IAG Wealth Partners’s Tesla TSLA Stock Holding History

IAG Wealth Partners’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 		$169K Hold
454
– – 0.02% 129
2025
Q4 		$204K Hold
454
– – 0.02% 119
2025
Q3 		$202K Sell
454
-59
-12% -$20.5K 0.02% 116
2025
Q2 		$163K Buy
513
+125
+32% +$37.7K 0.02% 121
2025
Q1 		$101K Buy
388
+117
+43% +$39K 0.02% 142
2024
Q4 		$109K Sell
271
-45
-14% -$14.5K 0.02% 128
2024
Q3 		$82.7K Buy
316
+55
+21% +$12.5K 0.02% 149
2024
Q2 		$51.6K Buy
261
+20
+8% +$3.5K 0.01% 174
2024
Q1 		$42.4K Hold
241
– – 0.01% 179
2023
Q4 		$59.9K Hold
241
– – 0.01% 146
2023
Q3 		$60.3K Sell
241
-98
-29% -$25.2K 0.02% 135
2023
Q2 		$88.7K Buy
339
+67
+25% +$13.4K 0.02% 122
2023
Q1 		$56.4K Sell
272
-187
-41% -$32.6K 0.02% 136
2022
Q4 		$56.5K Sell
459
-117
-20% -$22.2K 0.02% 132
2022
Q3 		$153K Buy
576
+237
+70% +$66.2K 0.05% 70
2022
Q2 		$76K Sell
339
-27
-7% -$7.37K 0.02% 101
2022
Q1 		$131K Hold
366
– – 0.04% 82
2021
Q4 		$129K Sell
366
-9
-2% -$3.02K 0.04% 74
2021
Q3 		$97K Hold
375
– – 0.03% 81
2021
Q2 		$85K Hold
375
– – 0.03% 84
2021
Q1 		$84K Buy
375
+135
+56% +$33.9K 0.03% 75
2020
Q4 		$57K Hold
240
– – 0.02% 104
2020
Q3 		$35K Hold
240
– – 0.02% 124
2020
Q2 		$18K Hold
240
– – 0.01% 170
2020
Q1 		$9K Hold
240
– – 0.01% 224
2019
Q4 		$7K Buy
+240
New +$5.21K ﹤0.01% 288

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

IAG Wealth Partners's TSLA Position: Q1 2026 in Review

IAG Wealth Partners held its Tesla (TSLA) position steady in Q1 2026 at 454 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #129.

IAG Wealth Partners first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $204K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • IAG Wealth Partners held 454 shares of Tesla worth $169K as of Q1 2026.
  • IAG Wealth Partners left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #129 holding.
  • IAG Wealth Partners first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Tesla position peaked at $204K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.