Meridian Wealth Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$601K Buy
1,617
+376
+30% +$155K 0.08% 127
2025
Q4
$558K Sell
1,241
-119
-9% -$52.8K 0.08% 125
2025
Q3
$605K Buy
1,360
+208
+18% +$72.1K 0.09% 116
2025
Q2
$366K Sell
1,152
-81
-7% -$24.4K 0.06% 136
2025
Q1
$320K Buy
1,233
+211
+21% +$70.3K 0.05% 140
2024
Q4
$413K Sell
1,022
-79
-7% -$25.4K 0.07% 126
2024
Q3
$288K Sell
1,101
-114
-9% -$26K 0.05% 152
2024
Q2
$240K Hold
1,215
0.04% 160
2024
Q1
$214K Sell
1,215
-25
-2% -$4.88K 0.04% 167
2023
Q4
$308K Hold
1,240
0.07% 144
2023
Q3
$310K Sell
1,240
-30
-2% -$7.71K 0.08% 141
2023
Q2
$332K Sell
1,270
-141
-10% -$28.2K 0.08% 138
2023
Q1
$293K Buy
+1,411
New +$246K 0.07% 152
2022
Q4
Sell
-1,436
Closed -$381K 198
2022
Q3
$381K Buy
1,436
+56
+4% +$15.6K 0.11% 133
2022
Q2
$310K Buy
1,380
+108
+8% +$29.5K 0.08% 151
2022
Q1
$457K Buy
1,272
+78
+7% +$24.3K 0.11% 134
2021
Q4
$421K Hold
1,194
0.1% 131
2021
Q3
$309K Hold
1,194
0.09% 155
2021
Q2
$271K Sell
1,194
-57
-5% -$12.4K 0.08% 163
2021
Q1
$279K Buy
1,251
+168
+16% +$42.2K 0.09% 143
2020
Q4
$255K Sell
1,083
-2,847
-72% -$486K 0.09% 151
2020
Q3
$562K Buy
+3,930
New +$464K 0.24% 90
2019
Q1
Sell
-1,125
Closed -$25K 369
2018
Q4
$25K Buy
+1,125
New +$24.2K 0.02% 336

Other funds holding TSLA

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

Meridian Wealth Advisors increased its Tesla (TSLA) stake by 30% in Q1 2026, buying an estimated $155K and bringing the position to 1,617 shares worth $601K. The position accounts for 0.08% of the portfolio, ranked #127.

Meridian Wealth Advisors first reported a position in TSLA in Q4 2018 and has held it in 23 quarters since. The position peaked at $605K in Q3 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Meridian Wealth Advisors held 1,617 shares of Tesla worth $601K as of Q1 2026.
  • Meridian Wealth Advisors bought 376 Tesla shares in Q1 2026, an estimated $155K.
  • Tesla made up 0.08% of Meridian Wealth Advisors's portfolio in Q1 2026, its #127 holding.
  • Meridian Wealth Advisors first reported a position in Tesla in Q4 2018 and has held it in 23 quarters since.
  • Meridian Wealth Advisors's Tesla position peaked at $605K in Q3 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.