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Momentum Wealth Planning’s Tesla TSLA Stock Holding History

Momentum Wealth Planning’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 		– Sell
-27
Closed -$353K – 44
2025
Q4 		$353K Sell
27
-27
-50% -$12K 0.28% 34
2025
Q3 		$805K Buy
+54
New +$18.7K 0.63% 24

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

Momentum Wealth Planning's TSLA Position: Q1 2026 in Review

Momentum Wealth Planning increased its Tesla (TSLA) stake by 2.7% in Q1 2026, buying an estimated $111K and bringing the position to 10,364 shares worth $3.85M. The position accounts for 3.42% of the portfolio, ranked #6.

Momentum Wealth Planning first reported a position in TSLA in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.54M in Q4 2025. 4,178 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Momentum Wealth Planning held 10,364 shares of Tesla worth $3.85M as of Q1 2026.
  • Momentum Wealth Planning bought 269 Tesla shares in Q1 2026, an estimated $111K.
  • Tesla made up 3.42% of Momentum Wealth Planning's portfolio in Q1 2026, its #6 holding.
  • Momentum Wealth Planning first reported a position in Tesla in Q2 2025 and has held it in 4 quarters since.
  • Momentum Wealth Planning's Tesla position peaked at $4.54M in Q4 2025.
  • 4,178 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Momentum Wealth Planning's 13F filing for Q1 2026, filed 7 May 2026.