Legacy Capital Wealth Partners’s Tesla TSLA Stock Holding History

Legacy Capital Wealth Partners’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	$9.67M	Buy	26,011 +1,432	+6%	+$590K	1.99%	5
2025 Q4	$11.1M	Sell	24,579 -4,296	-15%	-$1.9M	2.37%	3
2025 Q3	$12.8M	Sell	28,875 -3,594	-11%	-$1.25M	2.79%	3
2025 Q2	$10.3M	Buy	32,469 +29,770	+1,103%	+$8.97M	2.35%	4
2025 Q1	$700K	Sell	2,699 -470	-15%	-$157K	0.17%	123
2024 Q4	$1.28M	Sell	3,169 -1,701	-35%	-$547K	0.32%	64
2024 Q3	$1.27M	Buy	4,870 +2,355	+94%	+$537K	0.25%	80
2024 Q2	$519K	Buy	2,515 +906	+56%	+$158K	0.13%	155
2024 Q1	$266K	Sell	1,609 -2,344	-59%	-$458K	0.19%	94
2023 Q4	$1M	Buy	3,953 +66	+2%	+$15.7K	0.28%	79
2023 Q3	$992K	Buy	+3,887	New	+$998K	0.27%	75
2023 Q2	–	Sell	-3,803	Closed	-$810K	–	224
2023 Q1	$810K	Buy	+3,803	New	+$663K	0.22%	95

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 Wealth Partners's TSLA Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Tesla (TSLA) stake by 5.8% in Q1 2026, buying an estimated $590K and bringing the position to 26,011 shares worth $9.67M. The position accounts for 1.99% of the portfolio, ranked #5.

Legacy Capital Wealth Partners first reported a position in TSLA in Q1 2023 and has held it in 12 quarters since. The position peaked at $12.8M in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Legacy Capital Wealth Partners held 26,011 shares of Tesla worth $9.67M as of Q1 2026.
Legacy Capital Wealth Partners bought 1,432 Tesla shares in Q1 2026, an estimated $590K.
Tesla made up 1.99% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #5 holding.
Legacy Capital Wealth Partners first reported a position in Tesla in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Tesla position peaked at $12.8M in Q3 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.