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Perfromance Wealth Partners’s Tesla TSLA Stock Holding History

Perfromance 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 		$5.08M Buy
13,676
+156
+1% +$64.3K 0.15% 32
2025
Q4 		$6.08M Buy
13,520
+2,082
+18% +$923K 0.16% 28
2025
Q3 		$5.09M Buy
11,438
+101
+0.9% +$35K 0.14% 30
2025
Q2 		$3.6M Sell
11,337
-239
-2% -$72K 0.12% 33
2025
Q1 		$3M Buy
11,576
+242
+2% +$80.7K 0.11% 33
2024
Q4 		$4.58M Buy
11,334
+340
+3% +$109K 0.15% 29
2024
Q3 		$2.88M Buy
10,994
+368
+3% +$83.9K 0.1% 34
2024
Q2 		$2.1M Sell
10,626
-5,184
-33% -$906K 0.08% 40
2024
Q1 		$2.78M Sell
15,810
-291
-2% -$56.9K 0.12% 43
2023
Q4 		$4M Sell
16,101
-1,075
-6% -$255K 0.18% 44
2023
Q3 		$4.3M Buy
17,176
+4,300
+33% +$1.1M 0.21% 40
2023
Q2 		$3.64M Buy
12,876
+29
+0.2% +$5.8K 0.17% 44
2023
Q1 		$2.67M Buy
12,847
+716
+6% +$125K 0.14% 52
2022
Q4 		$1.49M Sell
12,131
-85,147
-88% -$16.1M 0.09% 59
2022
Q3 		$25.8M Sell
97,278
-3,330
-3% -$930K 1.49% 12
2022
Q2 		$22.6M Sell
100,608
-3,237
-3% -$884K 1.27% 15
2022
Q1 		$37.3M Sell
103,845
-8,181
-7% -$2.55M 1.63% 12
2021
Q4 		$39.5M Buy
+112,026
New +$37.6M 1.59% 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

Perfromance Wealth Partners's TSLA Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Tesla (TSLA) stake by 1.2% in Q1 2026, buying an estimated $64.3K and bringing the position to 13,676 shares worth $5.08M. The position accounts for 0.15% of the portfolio, ranked #32.

Perfromance Wealth Partners first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $39.5M in Q4 2021. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Perfromance Wealth Partners held 13,676 shares of Tesla worth $5.08M as of Q1 2026.
  • Perfromance Wealth Partners bought 156 Tesla shares in Q1 2026, an estimated $64.3K.
  • Tesla made up 0.15% of Perfromance Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Perfromance Wealth Partners first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Tesla position peaked at $39.5M in Q4 2021.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.