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Measured Wealth Private Client Group’s Tesla TSLA Stock Holding History

Measured Wealth Private Client Group’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 		$145K Sell
391
-7
-2% -$2.88K 0.04% 214
2025
Q4 		$179K Sell
398
-105
-21% -$46.5K 0.05% 201
2025
Q3 		$224K Buy
+503
New +$174K 0.06% 163
2025
Q1 		– Sell
-560
Closed -$226K – 195
2024
Q4 		$226K Buy
+560
New +$180K 0.07% 163
2024
Q1 		– Sell
-1,905
Closed -$473K – 194
2023
Q4 		$473K Sell
1,905
-250
-12% -$59.4K 0.17% 99
2023
Q3 		$539K Buy
2,155
+100
+5% +$25.7K 0.22% 76
2023
Q2 		$538K Sell
2,055
-105
-5% -$21K 0.2% 82
2023
Q1 		$448K Buy
2,160
+525
+32% +$91.6K 0.17% 95
2022
Q4 		$201K Hold
1,635
– – 0.08% 162
2022
Q3 		$434K Hold
1,635
– – 0.19% 67
2022
Q2 		$367K Sell
1,635
-1,824
-53% -$498K 0.16% 96
2022
Q1 		$1.24M Sell
3,459
-702
-17% -$219K 0.46% 31
2021
Q4 		$1.47M Buy
4,161
+90
+2% +$30.2K 0.52% 30
2021
Q3 		$1.05M Sell
4,071
-15,000
-79% -$3.53M 0.41% 38
2021
Q2 		$4.32M Sell
19,071
-336
-2% -$72.9K 1.38% 13
2021
Q1 		$4.32M Buy
19,407
+432
+2% +$108K 1.53% 12
2020
Q4 		$4.46M Hold
18,975
– – 1.86% 11
2020
Q3 		$2.71M Sell
18,975
-75
-0.4% -$8.86K 1.31% 13
2020
Q2 		$1.37M Hold
19,050
– – 0.8% 19
2020
Q1 		$665K Sell
19,050
-330
-2% -$13.7K 0.52% 33
2019
Q4 		$540K Buy
+19,380
New +$420K 0.36% 39
2018
Q4 		– Sell
-3,015
Closed -$53K – 659
2018
Q3 		$53K Buy
+3,015
New +$62.8K 0.03% 344

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

Measured Wealth Private Client Group's TSLA Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Tesla (TSLA) stake by 1.8% in Q1 2026, selling an estimated $2.88K and leaving 391 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #214.

Measured Wealth Private Client Group first reported a position in TSLA in Q3 2018 and has held it in 22 quarters since. The position peaked at $4.46M in Q4 2020. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Measured Wealth Private Client Group held 391 shares of Tesla worth $145K as of Q1 2026.
  • Measured Wealth Private Client Group sold 7 Tesla shares in Q1 2026, an estimated $2.88K.
  • Tesla made up 0.04% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #214 holding.
  • Measured Wealth Private Client Group first reported a position in Tesla in Q3 2018 and has held it in 22 quarters since.
  • Measured Wealth Private Client Group's Tesla position peaked at $4.46M in Q4 2020.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.