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Jacksonville Wealth Management’s Tesla TSLA Stock Holding History

Jacksonville 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 		$637K Buy
1,713
+157
+10% +$64.7K 0.43% 38
2025
Q4 		$700K Sell
1,556
-10
-0.6% -$4.43K 0.5% 37
2025
Q3 		$696K Buy
1,566
+11
+0.7% +$3.81K 0.51% 36
2025
Q2 		$494K Hold
1,555
– – 0.4% 42
2025
Q1 		$403K Sell
1,555
-202
-11% -$67.3K 0.4% 43
2024
Q4 		$710K Buy
+1,757
New +$565K 0.66% 31

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

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

Jacksonville Wealth Management increased its Tesla (TSLA) stake by 10% in Q1 2026, buying an estimated $64.7K and bringing the position to 1,713 shares worth $637K. The position accounts for 0.43% of the portfolio, ranked #38.

Jacksonville Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $710K in Q4 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Jacksonville Wealth Management held 1,713 shares of Tesla worth $637K as of Q1 2026.
  • Jacksonville Wealth Management bought 157 Tesla shares in Q1 2026, an estimated $64.7K.
  • Tesla made up 0.43% of Jacksonville Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Jacksonville Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Jacksonville Wealth Management's Tesla position peaked at $710K in Q4 2024.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.