IWM
TSLA icon

IMG Wealth Management’s Tesla TSLA Stock Holding History

IMG 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 		$176K Sell
474
-276
-37% -$114K 0.11% 107
2025
Q4 		$337K Buy
750
+127
+20% +$56.3K 0.21% 62
2025
Q3 		$277K Buy
623
+416
+201% +$144K 0.19% 65
2025
Q2 		$65.8K Buy
207
+174
+527% +$52.4K 0.05% 138
2025
Q1 		$8.55K Buy
+33
New +$11K 0.01% 223

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

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

IMG Wealth Management reduced its Tesla (TSLA) stake by 37% in Q1 2026, selling an estimated $114K and leaving 474 shares worth $176K. The position accounts for 0.11% of the portfolio, ranked #107.

IMG Wealth Management first reported a position in TSLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $337K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • IMG Wealth Management held 474 shares of Tesla worth $176K as of Q1 2026.
  • IMG Wealth Management sold 276 Tesla shares in Q1 2026, an estimated $114K.
  • Tesla made up 0.11% of IMG Wealth Management's portfolio in Q1 2026, its #107 holding.
  • IMG Wealth Management first reported a position in Tesla in Q1 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Tesla position peaked at $337K in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.