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Phoenix Wealth Advisors’s Tesla TSLA Stock Holding History

Phoenix 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 		$467K Sell
1,255
-50
-4% -$20.6K 0.18% 87
2025
Q4 		$587K Buy
1,305
+13
+1% +$5.76K 0.23% 75
2025
Q3 		$575K Buy
1,292
+2
+0.2% +$694 0.22% 77
2025
Q2 		$410K Sell
1,290
-20
-2% -$6.03K 0.17% 89
2025
Q1 		$340K Sell
1,310
-503
-28% -$168K 0.15% 92
2024
Q4 		$732K Sell
1,813
-52
-3% -$16.7K 0.32% 61
2024
Q3 		$488K Sell
1,865
-9
-0.5% -$2.05K 0.23% 72
2024
Q2 		$371K Sell
1,874
-276
-13% -$48.2K 0.19% 86
2024
Q1 		$378K Sell
2,150
-549
-20% -$107K 0.23% 78
2023
Q4 		$670K Sell
2,699
-45
-2% -$10.7K 0.47% 47
2023
Q3 		$687K Sell
2,744
-16
-0.6% -$4.11K 0.4% 42
2023
Q2 		$722K Sell
2,760
-115
-4% -$23K 0.42% 40
2023
Q1 		$596K Buy
2,875
+292
+11% +$50.9K 0.37% 41
2022
Q4 		$318K Sell
2,583
-1,581
-38% -$299K 0.19% 72
2022
Q3 		$1.1M Sell
4,164
-393
-9% -$110K 1.11% 34
2022
Q2 		$1.02M Buy
+4,557
New +$1.24M 1.01% 29
2022
Q1 		– Sell
-7,788
Closed -$2.74M – 129
2021
Q4 		$2.74M Sell
7,788
-837
-10% -$281K 2.07% 21
2021
Q3 		$2.23M Sell
8,625
-765
-8% -$180K 1.67% 22
2021
Q2 		$2.06M Sell
9,390
-1,161
-11% -$252K 1.49% 25
2021
Q1 		$2.33M Buy
10,551
+150
+1% +$37.7K 1.81% 18
2020
Q4 		$2.45M Buy
+10,401
New +$1.77M 1.86% 17

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

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

Phoenix Wealth Advisors reduced its Tesla (TSLA) stake by 3.8% in Q1 2026, selling an estimated $20.6K and leaving 1,255 shares worth $467K. The position accounts for 0.18% of the portfolio, ranked #87.

Phoenix Wealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.74M in Q4 2021. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Phoenix Wealth Advisors held 1,255 shares of Tesla worth $467K as of Q1 2026.
  • Phoenix Wealth Advisors sold 50 Tesla shares in Q1 2026, an estimated $20.6K.
  • Tesla made up 0.18% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #87 holding.
  • Phoenix Wealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 21 quarters since.
  • Phoenix Wealth Advisors's Tesla position peaked at $2.74M in Q4 2021.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.