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Marks Group Wealth Management’s Tesla TSLA Stock Holding History

Marks Group 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 		$508K Sell
1,367
-145
-10% -$59.7K 0.05% 243
2025
Q4 		$680K Buy
1,512
+25
+2% +$11.1K 0.07% 215
2025
Q3 		$661K Buy
1,487
+50
+3% +$17.3K 0.06% 203
2025
Q2 		$456K Buy
1,437
+142
+11% +$42.8K 0.04% 231
2025
Q1 		$336K Buy
1,295
+9
+0.7% +$3K 0.03% 270
2024
Q4 		$519K Buy
1,286
+11
+0.9% +$3.54K 0.05% 217
2024
Q3 		$334K Sell
1,275
-6,634
-84% -$1.51M 0.03% 247
2024
Q2 		$1.57M Sell
7,909
-58
-0.7% -$10.1K 0.16% 140
2024
Q1 		$1.4M Sell
7,967
-56
-0.7% -$10.9K 0.15% 145
2023
Q4 		$1.99M Sell
8,023
-315
-4% -$74.9K 0.23% 127
2023
Q3 		$2.09M Buy
8,338
+358
+4% +$92K 0.26% 116
2023
Q2 		$2.09M Sell
7,980
-1,525
-16% -$305K 0.25% 121
2023
Q1 		$1.97M Hold
9,505
– – 0.25% 119
2022
Q4 		$1.17M Sell
9,505
-2,600
-21% -$492K 0.16% 149
2022
Q3 		$3.21M Sell
12,105
-300
-2% -$83.8K 0.49% 75
2022
Q2 		$2.79M Buy
12,405
+30
+0.2% +$8.19K 0.4% 89
2022
Q1 		$4.45M Buy
12,375
+1,287
+12% +$401K 0.56% 73
2021
Q4 		$3.91M Buy
+11,088
New +$3.72M 0.48% 77

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

Marks Group Wealth Management's TSLA Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Tesla (TSLA) stake by 9.6% in Q1 2026, selling an estimated $59.7K and leaving 1,367 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #243.

Marks Group Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.45M in Q1 2022. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Marks Group Wealth Management held 1,367 shares of Tesla worth $508K as of Q1 2026.
  • Marks Group Wealth Management sold 145 Tesla shares in Q1 2026, an estimated $59.7K.
  • Tesla made up 0.05% of Marks Group Wealth Management's portfolio in Q1 2026, its #243 holding.
  • Marks Group Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Marks Group Wealth Management's Tesla position peaked at $4.45M in Q1 2022.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.