MWM
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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 		$38.1K Buy
+100
New +$41.2K ﹤0.01% 874

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

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.