PWA
TSLA icon

Peterson Wealth Advisors’s Tesla TSLA Stock Holding History

Peterson Wealth Advisors’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 		$945K Sell
2,541
-19
-0.7% -$7.83K 0.13% 43
2025
Q4 		$1.15M Buy
2,560
+137
+6% +$60.7K 0.15% 38
2025
Q3 		$1.05M Buy
2,423
+22
+0.9% +$7.63K 0.16% 40
2025
Q2 		$763K Buy
2,401
+402
+20% +$121K 0.13% 49
2025
Q1 		$466K Sell
1,999
-11
-0.5% -$3.67K 0.09% 60
2024
Q4 		$825K Sell
2,010
-268
-12% -$86.2K 0.15% 40
2024
Q3 		$596K Sell
2,278
-15
-0.7% -$3.42K 0.11% 47
2024
Q2 		$454K Buy
2,293
+6
+0.3% +$1.05K 0.1% 49
2024
Q1 		$402K Sell
2,287
-14
-0.6% -$2.73K 0.09% 49
2023
Q4 		$572K Buy
2,301
+26
+1% +$6.18K 0.14% 39
2023
Q3 		$569K Hold
2,275
– – 0.15% 38
2023
Q2 		$637K Hold
2,275
– – 0.17% 35
2023
Q1 		$472K Buy
2,275
+24
+1% +$4.19K 0.13% 45
2022
Q4 		$277K Buy
2,251
+103
+5% +$19.5K 0.08% 50
2022
Q3 		$570K Buy
2,148
+114
+6% +$31.8K 0.19% 34
2022
Q2 		$457K Buy
2,034
+150
+8% +$40.9K 0.15% 37
2022
Q1 		$677K Buy
1,884
+141
+8% +$43.9K 0.2% 36
2021
Q4 		$614K Buy
1,743
+18
+1% +$6.04K 0.18% 38
2021
Q3 		$446K Hold
1,725
– – 0.15% 39
2021
Q2 		$391K Sell
1,725
-30
-2% -$6.51K 0.14% 41
2021
Q1 		$391K Sell
1,755
-651
-27% -$163K 0.16% 38
2020
Q4 		$566K Buy
2,406
+51
+2% +$8.7K 0.25% 30
2020
Q3 		$337K Buy
+2,355
New +$278K 0.17% 37

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

Peterson Wealth Advisors's TSLA Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Tesla (TSLA) stake by 0.74% in Q1 2026, selling an estimated $7.83K and leaving 2,541 shares worth $945K. The position accounts for 0.13% of the portfolio, ranked #43.

Peterson Wealth Advisors first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Peterson Wealth Advisors held 2,541 shares of Tesla worth $945K as of Q1 2026.
  • Peterson Wealth Advisors sold 19 Tesla shares in Q1 2026, an estimated $7.83K.
  • Tesla made up 0.13% of Peterson Wealth Advisors's portfolio in Q1 2026, its #43 holding.
  • Peterson Wealth Advisors first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • Peterson Wealth Advisors's Tesla position peaked at $1.15M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.