IWC
TSLA icon

Integrated Wealth Concepts’s Tesla TSLA Stock Holding History

Integrated Wealth Concepts’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 		– Hold
0
– -$304K – 2322
2025
Q4 		– Hold
0
– – – 1314

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

Integrated Wealth Concepts's TSLA Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Tesla (TSLA) stake by 54% in Q1 2026, buying an estimated $19.8M and bringing the position to 136,843 shares worth $50.9M. The position accounts for 0.41% of the portfolio, ranked #45.

Integrated Wealth Concepts first reported a position in TSLA in Q4 2017 and has held it in 33 quarters since. The position peaked at $53.2M in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Integrated Wealth Concepts held 136,843 shares of Tesla worth $50.9M as of Q1 2026.
  • Integrated Wealth Concepts bought 48,150 Tesla shares in Q1 2026, an estimated $19.8M.
  • Tesla made up 0.41% of Integrated Wealth Concepts's portfolio in Q1 2026, its #45 holding.
  • Integrated Wealth Concepts first reported a position in Tesla in Q4 2017 and has held it in 33 quarters since.
  • Integrated Wealth Concepts's Tesla position peaked at $53.2M in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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