Personal CFO Solutions’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
$4.54M Buy
12,214
+2,326
+24% +$958K 0.64% 28
2025
Q4
$4.45M Buy
9,888
+44
+0.4% +$19.5K 0.71% 23
2025
Q3
$4.38M Buy
9,844
+542
+6% +$188K 0.77% 20
2025
Q2
$2.95M Sell
9,302
-3,084
-25% -$929K 0.55% 31
2025
Q1
$3.21M Buy
12,386
+1,937
+19% +$646K 0.65% 23
2024
Q4
$4.22M Sell
10,449
-6,811
-39% -$2.19M 0.83% 18
2024
Q3
$4.52M Buy
17,260
+406
+2% +$92.6K 0.63% 31
2024
Q2
$3.34M Sell
16,854
-2
-0% -$350 0.51% 41
2024
Q1
$2.96M Sell
16,856
-261
-2% -$51K 0.46% 42
2023
Q4
$4.25M Buy
17,117
+7,201
+73% +$1.71M 0.74% 26
2023
Q3
$2.48M Buy
9,916
+815
+9% +$209K 0.49% 42
2023
Q2
$2.38M Buy
9,101
+414
+5% +$82.8K 0.48% 38
2023
Q1
$1.8M Buy
8,687
+398
+5% +$69.4K 0.37% 60
2022
Q4
$1.02M Sell
8,289
-556
-6% -$105K 0.22% 89
2022
Q3
$2.35M Buy
8,845
+883
+11% +$247K 0.59% 36
2022
Q2
$1.79M Buy
7,962
+408
+5% +$111K 0.42% 49
2022
Q1
$2.71M Buy
7,554
+111
+1% +$34.6K 0.54% 37
2021
Q4
$2.62M Buy
7,443
+108
+1% +$36.2K 0.49% 40
2021
Q3
$1.9M Buy
7,335
+234
+3% +$55.1K 0.39% 47
2021
Q2
$1.61M Buy
7,101
+324
+5% +$70.3K 0.33% 56
2021
Q1
$1.51M Sell
6,777
-2,436
-26% -$612K 0.33% 62
2020
Q4
$2.17M Buy
9,213
+1,086
+13% +$185K 0.54% 43
2020
Q3
$1K Buy
+8,127
New +$960K 0.33% 120

Other funds holding TSLA

Personal CFO Solutions's TSLA Position: Q1 2026 in Review

Personal CFO Solutions increased its Tesla (TSLA) stake by 24% in Q1 2026, buying an estimated $958K and bringing the position to 12,214 shares worth $4.54M. The position accounts for 0.64% of the portfolio, ranked #28.

Personal CFO Solutions first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Personal CFO Solutions held 12,214 shares of Tesla worth $4.54M as of Q1 2026.
  • Personal CFO Solutions bought 2,326 Tesla shares in Q1 2026, an estimated $958K.
  • Tesla made up 0.64% of Personal CFO Solutions's portfolio in Q1 2026, its #28 holding.
  • Personal CFO Solutions first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.