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Insight Wealth Partners’s Tesla TSLA Stock Holding History

Insight 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 		$942K Buy
2,535
+365
+17% +$150K 0.13% 57
2025
Q4 		$976K Sell
2,170
-8
-0.4% -$3.55K 0.13% 52
2025
Q3 		$969K Sell
2,178
-61
-3% -$21.2K 0.3% 48
2025
Q2 		$711K Buy
2,239
+178
+9% +$53.6K 0.28% 57
2025
Q1 		$534K Buy
2,061
+601
+41% +$200K 0.09% 66
2024
Q4 		$590K Buy
1,460
+19
+1% +$6.11K 0.08% 61
2024
Q3 		$377K Buy
1,441
+67
+5% +$15.3K 0.07% 78
2024
Q2 		$272K Buy
+1,374
New +$240K 0.05% 79

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

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

Insight Wealth Partners increased its Tesla (TSLA) stake by 17% in Q1 2026, buying an estimated $150K and bringing the position to 2,535 shares worth $942K. The position accounts for 0.13% of the portfolio, ranked #57.

Insight Wealth Partners first reported a position in TSLA in Q2 2024 and has held it in 8 quarters since. The position peaked at $976K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Insight Wealth Partners held 2,535 shares of Tesla worth $942K as of Q1 2026.
  • Insight Wealth Partners bought 365 Tesla shares in Q1 2026, an estimated $150K.
  • Tesla made up 0.13% of Insight Wealth Partners's portfolio in Q1 2026, its #57 holding.
  • Insight Wealth Partners first reported a position in Tesla in Q2 2024 and has held it in 8 quarters since.
  • Insight Wealth Partners's Tesla position peaked at $976K in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.