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Kestra Private Wealth Services’s Tesla TSLA Stock Holding History

Kestra Private Wealth Services’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 		$66.2M Sell
177,956
-368
-0.2% -$152K 0.82% 18
2025
Q4 		$80.2M Sell
178,324
-242
-0.1% -$107K 1% 11
2025
Q3 		$79.4M Sell
178,566
-467
-0.3% -$162K 1.04% 10
2025
Q2 		$56.9M Buy
179,033
+2,999
+2% +$904K 0.82% 20
2025
Q1 		$45.6M Buy
176,034
+7,085
+4% +$2.36M 0.76% 20
2024
Q4 		$68.2M Sell
168,949
-4,594
-3% -$1.48M 1.16% 9
2024
Q3 		$45.4M Buy
173,543
+16,034
+10% +$3.66M 0.83% 19
2024
Q2 		$31.2M Buy
157,509
+69,053
+78% +$12.1M 0.62% 28
2024
Q1 		$15.5M Buy
88,456
+2,687
+3% +$525K 0.35% 64
2023
Q4 		$21.3M Buy
85,769
+9,152
+12% +$2.18M 0.54% 29
2023
Q3 		$19.2M Buy
76,617
+18,673
+32% +$4.8M 0.6% 26
2023
Q2 		$15.2M Buy
57,944
+1,513
+3% +$303K 0.52% 39
2023
Q1 		$11.7M Buy
56,431
+11,488
+26% +$2M 0.47% 49
2022
Q4 		$5.54M Buy
44,943
+220
+0.5% +$41.7K 0.28% 99
2022
Q3 		$11.9M Sell
44,723
-1,420
-3% -$397K 0.69% 20
2022
Q2 		$10.4M Sell
46,143
-2,220
-5% -$606K 0.59% 28
2022
Q1 		$17.4M Buy
48,363
+504
+1% +$157K 0.86% 10
2021
Q4 		$16.9M Buy
47,859
+1,917
+4% +$643K 0.81% 13
2021
Q3 		$11.9M Buy
45,942
+2,373
+5% +$559K 0.66% 23
2021
Q2 		$9.87M Buy
43,569
+609
+1% +$132K 0.6% 26
2021
Q1 		$9.56M Buy
42,960
+3,294
+8% +$827K 0.67% 22
2020
Q4 		$9.19M Buy
39,666
+186
+0.5% +$31.7K 0.68% 21
2020
Q3 		$5.65M Buy
+39,480
New +$4.66M 0.49% 45

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

Kestra Private Wealth Services's TSLA Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Tesla (TSLA) stake by 0.21% in Q1 2026, selling an estimated $152K and leaving 177,956 shares worth $66.2M. The position accounts for 0.82% of the portfolio, ranked #18.

Kestra Private Wealth Services first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. The position peaked at $80.2M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Kestra Private Wealth Services held 177,956 shares of Tesla worth $66.2M as of Q1 2026.
  • Kestra Private Wealth Services sold 368 Tesla shares in Q1 2026, an estimated $152K.
  • Tesla made up 0.82% of Kestra Private Wealth Services's portfolio in Q1 2026, its #18 holding.
  • Kestra Private Wealth Services first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Tesla position peaked at $80.2M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.