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Perigon Wealth Management’s Tesla TSLA Stock Holding History

Perigon 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
2025
Q4 		– Hold
0
– -$1.15M – 1366
2025
Q3 		– Hold
0
– – – 471
2025
Q1 		– Hold
0
– -$597K – 1096
2024
Q4 		– Hold
0
– – – 585

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

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.