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Medallion Wealth Advisors’s Tesla TSLA Stock Holding History

Medallion Wealth Advisors’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 		$514K Buy
1,382
+204
+17% +$84K 0.17% 125
2025
Q4 		$530K Buy
1,178
+13
+1% +$5.76K 0.18% 119
2025
Q3 		$518K Buy
1,165
+40
+4% +$13.9K 0.18% 119
2025
Q2 		$339K Buy
1,125
+27
+2% +$8.13K 0.13% 158
2025
Q1 		$295K Buy
1,098
+127
+13% +$42.3K 0.13% 154
2024
Q4 		$387K Buy
+971
New +$312K 0.19% 114

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

Medallion Wealth Advisors's TSLA Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Tesla (TSLA) stake by 17% in Q1 2026, buying an estimated $84K and bringing the position to 1,382 shares worth $514K. The position accounts for 0.17% of the portfolio, ranked #125.

Medallion Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $530K in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Medallion Wealth Advisors held 1,382 shares of Tesla worth $514K as of Q1 2026.
  • Medallion Wealth Advisors bought 204 Tesla shares in Q1 2026, an estimated $84K.
  • Tesla made up 0.17% of Medallion Wealth Advisors's portfolio in Q1 2026, its #125 holding.
  • Medallion Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Tesla position peaked at $530K in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.