KW Wealth Management’s Tesla TSLA Stock Holding History

KW 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	–	Sell	-557	Closed	-$250K	–	60
2025 Q4	$250K	Hold	557	–	–	0.38%	67
2025 Q3	$248K	Buy	+557	New	+$193K	0.42%	59

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

KW Wealth Management sold out of Tesla (TSLA) in Q1 2026, closing a stake of 557 shares — an estimated $250K sold.

KW Wealth Management first reported a position in TSLA in Q3 2025 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 4,195 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

KW Wealth Management reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 557 Tesla shares in Q1 2026, an estimated $250K.
KW Wealth Management first reported a position in Tesla in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Tesla position peaked at $250K in Q4 2025.
4,195 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.