Perigon Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.4M | Buy |
105,912
+890
| +0.8% | +$367K | 0.71% | 23 |
|
|
2025
Q4 | $47.2M | Buy |
105,022
+5,122
| +5% | +$2.27M | 0.84% | 20 |
|
|
2025
Q3 | $44.4M | Buy |
99,900
+9,438
| +10% | +$3.27M | 0.91% | 15 |
|
|
2025
Q2 | $26.9M | Buy |
90,462
+8,834
| +11% | +$2.66M | 0.63% | 31 |
|
|
2025
Q1 | $21.2M | Sell |
81,628
-871
| -1% | -$290K | 0.54% | 34 |
|
|
2024
Q4 | $34.1M | Sell |
82,499
-2,441
| -3% | -$785K | 0.84% | 20 |
|
|
2024
Q3 | $22.2M | Sell |
84,940
-5,195
| -6% | -$1.18M | 0.59% | 29 |
|
|
2024
Q2 | $17.8M | Sell |
90,135
-10,996
| -11% | -$1.92M | 0.52% | 36 |
|
|
2024
Q1 | $17.8M | Sell |
101,131
-1,285
| -1% | -$251K | 0.54% | 36 |
|
|
2023
Q4 | $25.4M | Sell |
102,416
-6,729
| -6% | -$1.6M | 0.83% | 18 |
|
|
2023
Q3 | $27.3M | Sell |
109,145
-13,119
| -11% | -$3.37M | 1.11% | 15 |
|
|
2023
Q2 | $31.9M | Buy |
122,264
+72,904
| +148% | +$14.6M | 1.26% | 13 |
|
|
2023
Q1 | $10.2M | Buy |
49,360
+2,310
| +5% | +$403K | 0.58% | 33 |
|
|
2022
Q4 | $5.8M | Buy |
47,050
+6,370
| +16% | +$1.21M | 0.36% | 69 |
|
|
2022
Q3 | $10.8M | Buy |
40,680
+2,727
| +7% | +$762K | 0.93% | 17 |
|
|
2022
Q2 | $8.52M | Buy |
37,953
+2,241
| +6% | +$612K | 0.71% | 21 |
|
|
2022
Q1 | $12.8M | Sell |
35,712
-1,554
| -4% | -$484K | 0.91% | 18 |
|
|
2021
Q4 | $13.1M | Sell |
37,266
-2,058
| -5% | -$690K | 0.94% | 18 |
|
|
2021
Q3 | $10.2M | Sell |
39,324
-4,143
| -10% | -$975K | 0.88% | 18 |
|
|
2021
Q2 | $9.85M | Sell |
43,467
-699
| -2% | -$152K | 0.88% | 18 |
|
|
2021
Q1 | $9.83M | Sell |
44,166
-2,337
| -5% | -$587K | 1% | 14 |
|
|
2020
Q4 | $10.9M | Buy |
46,503
+11,811
| +34% | +$2.02M | 1.27% | 12 |
|
|
2020
Q3 | $4.96M | Sell |
34,692
-5,838
| -14% | -$689K | 0.69% | 30 |
|
|
2020
Q2 | $2.92M | Sell |
40,530
-3,675
| -8% | -$199K | 0.46% | 46 |
|
|
2020
Q1 | $1.69M | Buy |
44,205
+16,605
| +60% | +$688K | 0.31% | 64 |
|
|
2019
Q4 | $831K | Sell |
27,600
-10,350
| -27% | -$225K | 0.17% | 102 |
|
|
2019
Q3 | $652K | Buy |
37,950
+810
| +2% | +$12.7K | 0.15% | 101 |
|
|
2019
Q2 | $553K | Buy |
37,140
+75
| +0.2% | +$1.17K | 0.13% | 117 |
|
|
2019
Q1 | $612K | Sell |
37,065
-6,000
| -14% | -$120K | 0.14% | 104 |
|
|
2018
Q4 | $853K | Buy |
43,065
+12,855
| +43% | +$277K | 0.22% | 78 |
|
|
2018
Q3 | $533K | Sell |
30,210
-10,110
| -25% | -$211K | 0.13% | 115 |
|
|
2018
Q2 | $922K | Buy |
40,320
+35,670
| +767% | +$725K | 0.28% | 81 |
|
|
2018
Q1 | $83K | Sell |
4,650
-315
| -6% | -$6.93K | 0.03% | 255 |
|
|
2017
Q4 | $103K | Sell |
4,965
-38,640
| -89% | -$840K | 0.04% | 198 |
|
|
2017
Q3 | $992K | Sell |
43,605
-71,340
| -62% | -$1.65M | 0.32% | 69 |
|
|
2017
Q2 | $2.77M | Sell |
114,945
-5,430
| -5% | -$120K | 0.6% | 46 |
|
|
2017
Q1 | $2.23M | Buy |
120,375
+1,110
| +0.9% | +$18.8K | 0.47% | 67 |
|
|
2016
Q4 | $2M | Buy |
119,265
+5,115
| +4% | +$67.2K | 0.44% | 74 |
|
|
2016
Q3 | $1.55M | Buy |
114,150
+1,230
| +1% | +$17.8K | 0.4% | 74 |
|
|
2016
Q2 | $1.6M | Buy |
112,920
+7,740
| +7% | +$117K | 0.42% | 69 |
|
|
2016
Q1 | $1.83M | Hold |
105,180
| – | – | 0.57% | 53 |
|
|
2015
Q4 | $1.68M | Buy |
105,180
+31,440
| +43% | +$470K | 0.46% | 60 |
|
|
2015
Q3 | $1.22M | Buy |
73,740
+330
| +0.4% | +$5.61K | 0.36% | 75 |
|
|
2015
Q2 | $1.31M | Buy |
73,410
+3,330
| +5% | +$52.7K | 0.35% | 80 |
|
|
2015
Q1 | $882K | Buy |
70,080
+21,285
| +44% | +$287K | 0.24% | 100 |
|
|
2014
Q4 | $723K | Buy |
48,795
+14,820
| +44% | +$232K | 0.22% | 106 |
|
|
2014
Q3 | $550K | Sell |
33,975
-6,525
| -16% | -$108K | 0.16% | 113 |
|
|
2014
Q2 | $648K | Buy |
+40,500
| New | +$565K | 0.18% | 108 |
|
Other funds holding TSLA
VCM
VPM
Perigon Wealth Management's TSLA Position: Q1 2026 in Review
Perigon Wealth Management increased its Tesla (TSLA) stake by 0.85% in Q1 2026, buying an estimated $367K and bringing the position to 105,912 shares worth $39.4M. The position accounts for 0.71% of the portfolio, ranked #23.
Perigon Wealth Management first reported a position in TSLA in Q2 2014 and has held it in 48 quarters since. The position peaked at $47.2M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.
- Perigon Wealth Management held 105,912 shares of Tesla worth $39.4M as of Q1 2026.
- Perigon Wealth Management bought 890 Tesla shares in Q1 2026, an estimated $367K.
- Tesla made up 0.71% of Perigon Wealth Management's portfolio in Q1 2026, its #23 holding.
- Perigon Wealth Management first reported a position in Tesla in Q2 2014 and has held it in 48 quarters since.
- Perigon Wealth Management's Tesla position peaked at $47.2M in Q4 2025.
- 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.