PPWM
TSLA icon

PFG Private Wealth Management’s Tesla TSLA Stock Holding History

PFG Private 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
2026
Q1 		– Sell
-473
Closed -$213K – 86
2025
Q4 		$213K Sell
473
-7,056
-94% -$3.13M 0.09% 70
2025
Q3 		$3.35M Buy
+7,529
New +$2.61M 1.49% 23
2025
Q2 		– Sell
-304
Closed -$78.8K – 235
2025
Q1 		$78.8K Buy
304
+4
+1% +$1.33K 0.04% 85
2024
Q4 		$121K Buy
300
+22
+8% +$7.08K 0.07% 76
2024
Q3 		$72.7K Buy
278
+32
+13% +$7.3K 0.04% 86
2024
Q2 		$48.7K Sell
246
-138
-36% -$24.1K 0.03% 94
2024
Q1 		$67.5K Buy
384
+36
+10% +$7.03K 0.04% 82
2023
Q4 		$86.5K Sell
348
-465
-57% -$111K 0.06% 75
2023
Q3 		$203K Buy
813
+468
+136% +$120K 0.15% 32
2023
Q2 		$90.3K Hold
345
– – 0.05% 121
2023
Q1 		$71.6K Hold
345
– – 0.05% 137
2022
Q4 		$42K Hold
345
– – 0.03% 147
2022
Q3 		$92K Hold
345
– – 0.06% 80
2022
Q2 		$77K Buy
345
+27
+8% +$7.37K 0.04% 135
2022
Q1 		$114K Hold
318
– – 0.06% 97
2021
Q4 		$112K Buy
318
+75
+31% +$25.2K 0.06% 82
2021
Q3 		$63K Buy
+243
New +$57.2K 0.04% 139

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

PFG Private Wealth Management's TSLA Position: Q1 2026 in Review

PFG Private Wealth Management sold out of Tesla (TSLA) in Q1 2026, closing a stake of 473 shares — an estimated $213K sold.

PFG Private Wealth Management first reported a position in TSLA in Q3 2021 and held it in 17 quarters. The position peaked at $3.35M in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • PFG Private Wealth Management reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 473 Tesla shares in Q1 2026, an estimated $213K.
  • PFG Private Wealth Management first reported a position in Tesla in Q3 2021 and held it in 17 quarters.
  • PFG Private Wealth Management's Tesla position peaked at $3.35M in Q3 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.