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Opal Wealth Advisors’s Tesla TSLA Stock Holding History

Opal Wealth Advisors’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 		$1.91M Sell
5,149
-111
-2% -$45.7K 0.43% 27
2025
Q4 		$2.37M Sell
5,260
-307
-6% -$136K 0.62% 26
2025
Q3 		$2.48M Sell
5,567
-245
-4% -$85K 0.69% 22
2025
Q2 		$1.85M Buy
5,812
+107
+2% +$32.2K 0.51% 24
2025
Q1 		$1.48M Buy
5,705
+298
+6% +$99.3K 0.46% 25
2024
Q4 		$2.18M Buy
5,407
+322
+6% +$104K 0.66% 26
2024
Q3 		$1.33M Sell
5,085
-48
-0.9% -$10.9K 0.42% 37
2024
Q2 		$1.02M Buy
5,133
+619
+14% +$108K 0.33% 40
2024
Q1 		$794K Buy
4,514
+107
+2% +$20.9K 0.27% 51
2023
Q4 		$1.1M Buy
4,407
+54
+1% +$12.8K 0.43% 37
2023
Q3 		$1.09M Buy
4,353
+42
+1% +$10.8K 0.64% 24
2023
Q2 		$1.13M Buy
4,311
+109
+3% +$21.8K 0.56% 21
2023
Q1 		$872K Buy
4,202
+100
+2% +$17.4K 0.51% 22
2022
Q4 		$505K Buy
4,102
+157
+4% +$29.7K 0.28% 53
2022
Q3 		$1.05M Sell
3,945
-3
-0.1% -$838 0.76% 19
2022
Q2 		$886K Buy
3,948
+48
+1% +$13.1K 0.59% 25
2022
Q1 		$1.4M Buy
3,900
+105
+3% +$32.7K 1.22% 15
2021
Q4 		$1.34M Buy
3,795
+132
+4% +$44.3K 0.85% 25
2021
Q3 		$947K Sell
3,663
-525
-13% -$124K 0.91% 19
2021
Q2 		$949K Buy
4,188
+525
+14% +$114K 0.88% 19
2021
Q1 		$816K Buy
3,663
+75
+2% +$18.8K 0.89% 18
2020
Q4 		$844K Buy
+3,588
New +$612K 1.06% 13

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

Opal Wealth Advisors's TSLA Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Tesla (TSLA) stake by 2.1% in Q1 2026, selling an estimated $45.7K and leaving 5,149 shares worth $1.91M. The position accounts for 0.43% of the portfolio, ranked #27.

Opal Wealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.48M in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Opal Wealth Advisors held 5,149 shares of Tesla worth $1.91M as of Q1 2026.
  • Opal Wealth Advisors sold 111 Tesla shares in Q1 2026, an estimated $45.7K.
  • Tesla made up 0.43% of Opal Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Opal Wealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's Tesla position peaked at $2.48M in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.