Modern Wealth Management’s Tesla TSLA Stock Holding History

Modern 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	$11.8M	Buy	31,057 +2,984	+11%	+$1.23M	0.2%	125
2025 Q4	$12.6M	Buy	28,073 +3,122	+13%	+$1.38M	0.23%	110
2025 Q3	$11.1M	Buy	24,951 +4,451	+22%	+$1.54M	0.22%	115
2025 Q2	$6.51M	Buy	20,500 +5,457	+36%	+$1.64M	0.16%	138
2025 Q1	$3.9M	Buy	15,043 +5,557	+59%	+$1.85M	0.12%	146
2024 Q4	$3.83M	Buy	9,486 +791	+9%	+$254K	0.14%	131
2024 Q3	$2.27M	Buy	8,695 +745	+9%	+$170K	0.14%	100
2024 Q2	$1.57M	Buy	7,950 +94	+1%	+$16.4K	0.12%	106
2024 Q1	$1.38M	Buy	7,856 +657	+9%	+$128K	0.13%	97
2023 Q4	$1.79M	Buy	+7,199	New	+$1.71M	0.23%	43

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

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

Modern Wealth Management increased its Tesla (TSLA) stake by 11% in Q1 2026, buying an estimated $1.23M and bringing the position to 31,057 shares worth $11.8M. The position accounts for 0.2% of the portfolio, ranked #125.

Modern Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.6M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Modern Wealth Management held 31,057 shares of Tesla worth $11.8M as of Q1 2026.
Modern Wealth Management bought 2,984 Tesla shares in Q1 2026, an estimated $1.23M.
Tesla made up 0.2% of Modern Wealth Management's portfolio in Q1 2026, its #125 holding.
Modern Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Tesla position peaked at $12.6M in Q4 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.