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Mosaic Family Wealth Partners’s Tesla TSLA Stock Holding History

Mosaic Family Wealth Partners’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 		$787K Buy
2,117
+28
+1% +$11.5K 0.08% 132
2025
Q4 		$939K Buy
2,089
+10
+0.5% +$4.43K 0.1% 101
2025
Q3 		$921K Sell
2,079
-82
-4% -$28.4K 0.11% 91
2025
Q2 		$686K Buy
2,161
+66
+3% +$19.9K 0.09% 106
2025
Q1 		$543K Sell
2,095
-164
-7% -$54.7K 0.08% 127
2024
Q4 		$912K Buy
2,259
+21
+0.9% +$6.76K 0.13% 86
2024
Q3 		$586K Sell
2,238
-2,224
-50% -$507K 0.09% 112
2024
Q2 		$883K Buy
4,462
+128
+3% +$22.4K 0.14% 85
2024
Q1 		$762K Sell
4,334
-165
-4% -$32.2K 0.13% 91
2023
Q4 		$1.12M Sell
4,499
-100
-2% -$23.8K 0.19% 59
2023
Q3 		$1.15M Sell
4,599
-45
-1% -$11.6K 0.23% 49
2023
Q2 		$1.22M Sell
4,644
-8
-0.2% -$1.6K 0.24% 49
2023
Q1 		$965K Buy
4,652
+109
+2% +$19K 0.2% 63
2022
Q4 		$560K Buy
+4,543
New +$860K 0.16% 93

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

Mosaic Family Wealth Partners's TSLA Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Tesla (TSLA) stake by 1.3% in Q1 2026, buying an estimated $11.5K and bringing the position to 2,117 shares worth $787K. The position accounts for 0.08% of the portfolio, ranked #132.

Mosaic Family Wealth Partners first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.22M in Q2 2023. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Mosaic Family Wealth Partners held 2,117 shares of Tesla worth $787K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 28 Tesla shares in Q1 2026, an estimated $11.5K.
  • Tesla made up 0.08% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #132 holding.
  • Mosaic Family Wealth Partners first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's Tesla position peaked at $1.22M in Q2 2023.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.