PACK Private Wealth’s Tesla TSLA Stock Holding History

PACK Private Wealth’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	$258K	Hold	694	–	–	0.12%	47
2025 Q4	$312K	Sell	694 -15	-2%	-$6.65K	0.14%	39
2025 Q3	$315K	Hold	709	–	–	0.15%	39
2025 Q2	$225K	Buy	+709	New	+$214K	0.12%	43
2025 Q1	–	Sell	-707	Closed	-$286K	–	43
2024 Q4	$286K	Buy	+707	New	+$227K	0.17%	34
2023 Q3	–	Sell	-1,050	Closed	-$275K	–	38
2023 Q2	$275K	Hold	1,050	–	–	0.21%	33
2023 Q1	$218K	Buy	+1,050	New	+$183K	0.17%	34
2022 Q4	–	Sell	-1,050	Closed	-$279K	–	37
2022 Q3	$279K	Sell	1,050 -30	-3%	-$8.38K	0.26%	28
2022 Q2	$242K	Hold	1,080	–	–	0.22%	34
2022 Q1	$388K	Hold	1,080	–	–	0.32%	24
2021 Q4	$380K	Buy	+1,080	New	+$362K	0.3%	26

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PACK Private Wealth's TSLA Position: Q1 2026 in Review

PACK Private Wealth held its Tesla (TSLA) position steady in Q1 2026 at 694 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #47.

PACK Private Wealth first reported a position in TSLA in Q4 2021 and has held it in 11 quarters since. The position peaked at $388K in Q1 2022. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

PACK Private Wealth held 694 shares of Tesla worth $258K as of Q1 2026.
PACK Private Wealth left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.12% of PACK Private Wealth's portfolio in Q1 2026, its #47 holding.
PACK Private Wealth first reported a position in Tesla in Q4 2021 and has held it in 11 quarters since.
PACK Private Wealth's Tesla position peaked at $388K in Q1 2022.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.