OWM
TSLA icon

Opes Wealth Management’s Tesla TSLA Stock Holding History

Opes 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 		$259K Sell
698
-45
-6% -$18.5K 0.04% 125
2025
Q4 		$334K Sell
743
-46
-6% -$20.4K 0.05% 119
2025
Q3 		$351K Buy
789
+30
+4% +$10.4K 0.06% 108
2025
Q2 		$241K Buy
+759
New +$229K 0.04% 131
2025
Q1 		– Sell
-908
Closed -$367K – 149
2024
Q4 		$367K Sell
908
-474
-34% -$153K 0.08% 102
2024
Q3 		$362K Sell
1,382
-9
-0.6% -$2.05K 0.07% 101
2024
Q2 		$275K Buy
1,391
+2
+0.1% +$350 0.06% 115
2024
Q1 		$244K Buy
1,389
+1
+0.1% +$195 0.06% 118
2023
Q4 		$345K Sell
1,388
-72
-5% -$17.1K 0.08% 99
2023
Q3 		$365K Sell
1,460
-229
-14% -$58.8K 0.1% 93
2023
Q2 		$442K Buy
1,689
+384
+29% +$76.8K 0.13% 88
2023
Q1 		$271K Buy
+1,305
New +$228K 0.09% 93
2022
Q4 		– Sell
-1,305
Closed -$346K – 108
2022
Q3 		$346K Hold
1,305
– – 0.14% 70
2022
Q2 		$293K Sell
1,305
-2,316
-64% -$632K 0.12% 78
2022
Q1 		$1.3M Buy
3,621
+1,749
+93% +$545K 0.42% 46
2021
Q4 		$659K Buy
1,872
+15
+0.8% +$5.03K 0.2% 59
2021
Q3 		$480K Buy
1,857
+261
+16% +$61.4K 0.17% 64
2021
Q2 		$362K Sell
1,596
-309
-16% -$67.1K 0.13% 66
2021
Q1 		$424K Buy
1,905
+306
+19% +$76.8K 0.17% 56
2020
Q4 		$376K Sell
1,599
-336
-17% -$57.3K 0.18% 57
2020
Q3 		$277K Buy
+1,935
New +$228K 0.13% 62
2020
Q1 		– Sell
-48,345
Closed -$1.35M – 58
2019
Q4 		$1.35M Hold
48,345
– – 0.83% 26
2019
Q3 		$776K Hold
48,345
– – 0.51% 28
2019
Q2 		$720K Buy
+48,345
New +$752K 0.49% 30

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

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

Opes Wealth Management reduced its Tesla (TSLA) stake by 6.1% in Q1 2026, selling an estimated $18.5K and leaving 698 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #125.

Opes Wealth Management first reported a position in TSLA in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.35M in Q4 2019. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Opes Wealth Management held 698 shares of Tesla worth $259K as of Q1 2026.
  • Opes Wealth Management sold 45 Tesla shares in Q1 2026, an estimated $18.5K.
  • Tesla made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Opes Wealth Management first reported a position in Tesla in Q2 2019 and has held it in 24 quarters since.
  • Opes Wealth Management's Tesla position peaked at $1.35M in Q4 2019.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.