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Mindset Wealth Management’s Tesla TSLA Stock Holding History

Mindset 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 		$1.91M Buy
5,131
+616
+14% +$254K 0.51% 19
2025
Q4 		$2.03M Buy
4,515
+30
+0.7% +$13.3K 0.53% 16
2025
Q3 		$1.99M Buy
4,485
+237
+6% +$82.2K 0.54% 15
2025
Q2 		$1.35M Sell
4,248
-457
-10% -$138K 0.44% 21
2025
Q1 		$1.22M Buy
4,705
+1,422
+43% +$474K 0.47% 19
2024
Q4 		$1.33M Buy
3,283
+446
+16% +$143K 0.48% 14
2024
Q3 		$742K Buy
+2,837
New +$647K 0.31% 30

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

Mindset Wealth Management's TSLA Position: Q1 2026 in Review

Mindset Wealth Management increased its Tesla (TSLA) stake by 14% in Q1 2026, buying an estimated $254K and bringing the position to 5,131 shares worth $1.91M. The position accounts for 0.51% of the portfolio, ranked #19.

Mindset Wealth Management first reported a position in TSLA in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Mindset Wealth Management held 5,131 shares of Tesla worth $1.91M as of Q1 2026.
  • Mindset Wealth Management bought 616 Tesla shares in Q1 2026, an estimated $254K.
  • Tesla made up 0.51% of Mindset Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Mindset Wealth Management first reported a position in Tesla in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Tesla position peaked at $2.03M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.