Mission Wealth Management’s Tesla TSLA Stock Holding History

Mission 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	$5.65M	Sell	15,200 -3,200	-17%	-$1.32M	0.12%	98
2025 Q4	$8.27M	Sell	18,400 -15,500	-46%	-$6.87M	0.17%	74
2025 Q3	$15.1M	Buy	+33,900	New	+$11.8M	0.3%	53
2025 Q2	–	Hold	0	–	–	–	69
2025 Q1	–	Hold	0	–	–	–	86
2024 Q4	–	Hold	0	–	–	–	109
2024 Q3	–	Hold	0	–	–	–	188
2024 Q2	–	Hold	0	–	–	–	210
2024 Q1	–	Hold	0	–	–	–	297
2023 Q4	–	Hold	0	–	–	–	273
2023 Q3	–	Hold	0	–	–	–	106
2023 Q2	–	Hold	0	–	–	–	142
2023 Q1	–	Hold	0	–	–	–	231
2022 Q4	–	Hold	0	–	–	–	269
2022 Q3	–	Hold	0	–	–	–	49
2022 Q2	–	Sell	-6,000	Closed	-$2.15M	–	558
2022 Q1	$2.15M	Sell	6,000 -15,000	-71%	-$4.67M	0.1%	106
2021 Q4	$7.4M	Buy	21,000 +11,400	+119%	+$3.82M	0.33%	43
2021 Q3	$2.48M	Buy	9,600 +7,500	+357%	+$1.77M	0.13%	94
2021 Q2	$476K	Buy	+2,100	New	+$456K	0.03%	290

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mission Wealth Management increased its Tesla (TSLA) stake by 0.12% in Q1 2026, buying an estimated $62.2K and bringing the position to 121,892 shares worth $45.3M. The position accounts for 0.93% of the portfolio, ranked #19.

Mission Wealth Management first reported a position in TSLA in Q1 2016 and has held it in 41 quarters since. The position peaked at $55.2M in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Mission Wealth Management held 121,892 shares of Tesla worth $45.3M as of Q1 2026.
Mission Wealth Management bought 151 Tesla shares in Q1 2026, an estimated $62.2K.
Tesla made up 0.93% of Mission Wealth Management's portfolio in Q1 2026, its #19 holding.
Mission Wealth Management first reported a position in Tesla in Q1 2016 and has held it in 41 quarters since.
Mission Wealth Management's Tesla position peaked at $55.2M in Q3 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.