KJWM
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Kiley Juergens Wealth Management’s Tesla TSLA Stock Holding History

Kiley Juergens 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 		$5.66M Buy
15,237
+249
+2% +$103K 1% 18
2025
Q4 		$6.74M Sell
14,988
-13
-0.1% -$5.76K 1.46% 16
2025
Q3 		$6.67M Sell
15,001
-765
-5% -$265K 1.47% 15
2025
Q2 		$5.01M Buy
15,766
+197
+1% +$59.4K 1.16% 20
2025
Q1 		$4.03M Sell
15,569
-705
-4% -$235K 1.07% 20
2024
Q4 		$6.57M Sell
16,274
-801
-5% -$258K 1.65% 15
2024
Q3 		$4.47M Sell
17,075
-224
-1% -$51.1K 1.16% 17
2024
Q2 		$3.42M Buy
17,299
+62
+0.4% +$10.8K 0.95% 23
2024
Q1 		$3.03M Buy
17,237
+37
+0.2% +$7.23K 0.94% 26
2023
Q4 		$4.27M Sell
17,200
-71
-0.4% -$16.9K 1.43% 17
2023
Q3 		$4.32M Sell
17,271
-324
-2% -$83.2K 1.56% 16
2023
Q2 		$4.61M Sell
17,595
-25
-0.1% -$5K 1.59% 16
2023
Q1 		$3.66M Buy
17,620
+29
+0.2% +$5.06K 1.37% 18
2022
Q4 		$2.17M Sell
17,591
-339
-2% -$64.2K 0.91% 27
2022
Q3 		$4.75M Buy
+17,930
New +$5.01M 2.24% 12
2018
Q4 		– Sell
-27,915
Closed -$492K – 592
2018
Q3 		$492K Buy
27,915
+12,570
+82% +$262K 0.37% 57
2018
Q2 		$350K Buy
+15,345
New +$312K 0.31% 61
2018
Q1 		– Sell
-9,750
Closed -$202K – 557
2017
Q4 		$202K Buy
+9,750
New +$212K 0.18% 81

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

Kiley Juergens Wealth Management's TSLA Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its Tesla (TSLA) stake by 1.7% in Q1 2026, buying an estimated $103K and bringing the position to 15,237 shares worth $5.66M. The position accounts for 1% of the portfolio, ranked #18.

Kiley Juergens Wealth Management first reported a position in TSLA in Q4 2017 and has held it in 18 quarters since. The position peaked at $6.74M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Kiley Juergens Wealth Management held 15,237 shares of Tesla worth $5.66M as of Q1 2026.
  • Kiley Juergens Wealth Management bought 249 Tesla shares in Q1 2026, an estimated $103K.
  • Tesla made up 1% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Kiley Juergens Wealth Management first reported a position in Tesla in Q4 2017 and has held it in 18 quarters since.
  • Kiley Juergens Wealth Management's Tesla position peaked at $6.74M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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