Institute for Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4M | Buy |
27,878
+1,938
| +7% | +$798K | 1.1% | 9 |
|
|
2025
Q4 | $11.7M | Sell |
25,940
-297
| -1% | -$132K | 1.24% | 9 |
|
|
2025
Q3 | $11.7M | Sell |
26,237
-630
| -2% | -$219K | 1.22% | 9 |
|
|
2025
Q2 | $8.53M | Sell |
26,867
-272
| -1% | -$81.9K | 0.95% | 10 |
|
|
2025
Q1 | $7.03M | Sell |
27,139
-25
| -0.1% | -$8.33K | 0.9% | 11 |
|
|
2024
Q4 | $11M | Sell |
27,164
-558
| -2% | -$180K | 1.37% | 7 |
|
|
2024
Q3 | $7.25M | Sell |
27,722
-1,030
| -4% | -$235K | 0.92% | 12 |
|
|
2024
Q2 | $5.69M | Buy |
28,752
+4,175
| +17% | +$730K | 0.76% | 16 |
|
|
2024
Q1 | $4.32M | Buy |
24,577
+752
| +3% | +$147K | 0.56% | 32 |
|
|
2023
Q4 | $5.92M | Sell |
23,825
-313
| -1% | -$74.4K | 0.96% | 11 |
|
|
2023
Q3 | $6.04M | Sell |
24,138
-1,080
| -4% | -$277K | 1.09% | 11 |
|
|
2023
Q2 | $6.6M | Buy |
25,218
+1,587
| +7% | +$317K | 1.11% | 11 |
|
|
2023
Q1 | $4.9M | Sell |
23,631
-58
| -0.2% | -$10.1K | 0.94% | 11 |
|
|
2022
Q4 | $2.92M | Sell |
23,689
-1,221
| -5% | -$231K | 0.61% | 33 |
|
|
2022
Q3 | $6.61M | Sell |
24,910
-134
| -0.5% | -$37.4K | 1.48% | 7 |
|
|
2022
Q2 | $5.62M | Sell |
25,044
-462
| -2% | -$126K | 1.1% | 9 |
|
|
2022
Q1 | $9.16M | Sell |
25,506
-648
| -2% | -$202K | 1.48% | 6 |
|
|
2021
Q4 | $9.21M | Sell |
26,154
-81
| -0.3% | -$27.2K | 1.5% | 8 |
|
|
2021
Q3 | $6.78M | Buy |
26,235
+120
| +0.5% | +$28.2K | 1.19% | 10 |
|
|
2021
Q2 | $5.92M | Sell |
26,115
-213
| -0.8% | -$46.2K | 1.04% | 11 |
|
|
2021
Q1 | $5.86M | Sell |
26,328
-72
| -0.3% | -$18.1K | 1.11% | 10 |
|
|
2020
Q4 | $6.21M | Sell |
26,400
-267
| -1% | -$45.6K | 1.23% | 10 |
|
|
2020
Q3 | $3.81M | Sell |
26,667
-2,823
| -10% | -$333K | 0.87% | 21 |
|
|
2020
Q2 | $2.12M | Buy |
29,490
+3,090
| +12% | +$167K | 0.52% | 37 |
|
|
2020
Q1 | $922K | Sell |
26,400
-945
| -3% | -$39.2K | 0.28% | 92 |
|
|
2019
Q4 | $763K | Sell |
27,345
-2,235
| -8% | -$48.5K | 0.17% | 172 |
|
|
2019
Q3 | $475K | Sell |
29,580
-30
| -0.1% | -$470 | 0.12% | 244 |
|
|
2019
Q2 | $441K | Sell |
29,610
-12,510
| -30% | -$195K | 0.1% | 282 |
|
|
2019
Q1 | $786K | Sell |
42,120
-1,200
| -3% | -$24.1K | 0.17% | 162 |
|
|
2018
Q4 | $961K | Buy |
+43,320
| New | +$932K | 0.39% | 77 |
|
|
2018
Q1 | – | Sell |
-42,210
| Closed | -$879K | – | 388 |
|
|
2017
Q4 | $879K | Buy |
+42,210
| New | +$918K | 0.2% | 152 |
|
|
2017
Q3 | – | Sell |
-37,665
| Closed | -$906K | – | 385 |
|
|
2017
Q2 | $906K | Buy |
+37,665
| New | +$829K | 0.25% | 132 |
|
Other funds holding TSLA
VCM
VPM
Institute for Wealth Management's TSLA Position: Q1 2026 in Review
Institute for Wealth Management increased its Tesla (TSLA) stake by 7.5% in Q1 2026, buying an estimated $798K and bringing the position to 27,878 shares worth $10.4M. The position accounts for 1.1% of the portfolio, ranked #9.
Institute for Wealth Management first reported a position in TSLA in Q2 2017 and has held it in 32 quarters since. The position peaked at $11.7M in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.
- Institute for Wealth Management held 27,878 shares of Tesla worth $10.4M as of Q1 2026.
- Institute for Wealth Management bought 1,938 Tesla shares in Q1 2026, an estimated $798K.
- Tesla made up 1.1% of Institute for Wealth Management's portfolio in Q1 2026, its #9 holding.
- Institute for Wealth Management first reported a position in Tesla in Q2 2017 and has held it in 32 quarters since.
- Institute for Wealth Management's Tesla position peaked at $11.7M in Q3 2025.
- 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.