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Journey Strategic Wealth’s Tesla TSLA Stock Holding History

Journey Strategic Wealth’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 		$9.62M Buy
25,875
+2,469
+11% +$1.02M 0.24% 33
2025
Q4 		$10.5M Buy
23,406
+1,169
+5% +$518K 0.28% 32
2025
Q3 		$9.89M Sell
22,237
-137
-0.6% -$47.5K 0.28% 34
2025
Q2 		$7.11M Buy
22,374
+11,141
+99% +$3.36M 0.23% 37
2025
Q1 		$2.91M Buy
11,233
+1,985
+21% +$662K 0.1% 62
2024
Q4 		$3.73M Buy
9,248
+713
+8% +$229K 0.14% 46
2024
Q3 		$2.23M Buy
8,535
+2,525
+42% +$576K 0.08% 66
2024
Q2 		$1.19M Buy
6,010
+2,460
+69% +$430K 0.05% 80
2024
Q1 		$624K Buy
3,550
+93
+3% +$18.2K 0.03% 111
2023
Q4 		$859K Sell
3,457
-913
-21% -$217K 0.04% 70
2023
Q3 		$1.09M Buy
4,370
+1,516
+53% +$389K 0.05% 55
2023
Q2 		$747K Sell
2,854
-1,984
-41% -$397K 0.03% 69
2023
Q1 		$1M Buy
4,838
+2,464
+104% +$430K 0.11% 57
2022
Q4 		$292K Sell
2,374
-1,418
-37% -$268K 0.03% 145
2022
Q3 		$1.01M Buy
3,792
+1,017
+37% +$284K 0.14% 41
2022
Q2 		$623K Sell
2,775
-585
-17% -$160K 0.08% 50
2022
Q1 		$1.21M Buy
3,360
+258
+8% +$80.4K 0.13% 22
2021
Q4 		$1.09M Buy
+3,102
New +$1.04M 0.11% 42

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

Journey Strategic Wealth's TSLA Position: Q1 2026 in Review

Journey Strategic Wealth increased its Tesla (TSLA) stake by 11% in Q1 2026, buying an estimated $1.02M and bringing the position to 25,875 shares worth $9.62M. The position accounts for 0.24% of the portfolio, ranked #33.

Journey Strategic Wealth first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.5M in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Journey Strategic Wealth held 25,875 shares of Tesla worth $9.62M as of Q1 2026.
  • Journey Strategic Wealth bought 2,469 Tesla shares in Q1 2026, an estimated $1.02M.
  • Tesla made up 0.24% of Journey Strategic Wealth's portfolio in Q1 2026, its #33 holding.
  • Journey Strategic Wealth first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's Tesla position peaked at $10.5M in Q4 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.