Legacy Capital Group California’s Tesla TSLA Stock Holding History

Legacy Capital Group California’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	$620K	Sell	1,668 -2,492	-60%	-$1.03M	0.24%	140
2025 Q4	$1.87M	Buy	4,160 +223	+6%	+$98.9K	0.45%	45
2025 Q3	$1.75M	Buy	3,937 +1,663	+73%	+$577K	0.45%	43
2025 Q2	$722K	Sell	2,274 -752	-25%	-$227K	0.2%	127
2025 Q1	$784K	Buy	3,026 +872	+40%	+$291K	0.27%	96
2024 Q4	$870K	Buy	2,154 +76	+4%	+$24.5K	0.27%	93
2024 Q3	$544K	Buy	2,078 +15	+0.7%	+$3.42K	0.18%	163
2024 Q2	$408K	Buy	2,063 +17	+0.8%	+$2.97K	0.15%	195
2024 Q1	$360K	Hold	2,046	–	–	0.13%	202
2023 Q4	$508K	Sell	2,046 -5,999	-75%	-$1.43M	0.2%	158
2023 Q3	$2.01M	Buy	8,045 +58	+0.7%	+$14.9K	0.86%	17
2023 Q2	$2.09M	Buy	7,987 +5,941	+290%	+$1.19M	0.86%	16
2023 Q1	$424K	Buy	+2,046	New	+$357K	0.21%	144

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Capital Group California's TSLA Position: Q1 2026 in Review

Legacy Capital Group California reduced its Tesla (TSLA) stake by 60% in Q1 2026, selling an estimated $1.03M and leaving 1,668 shares worth $620K. The position accounts for 0.24% of the portfolio, ranked #140.

Legacy Capital Group California first reported a position in TSLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.09M in Q2 2023. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Legacy Capital Group California held 1,668 shares of Tesla worth $620K as of Q1 2026.
Legacy Capital Group California sold 2,492 Tesla shares in Q1 2026, an estimated $1.03M.
Tesla made up 0.24% of Legacy Capital Group California's portfolio in Q1 2026, its #140 holding.
Legacy Capital Group California first reported a position in Tesla in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Tesla position peaked at $2.09M in Q2 2023.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.