Prevail Innovative Wealth Advisors’s Tesla TSLA Stock Holding History

Prevail Innovative 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	$325K	Sell	874 -39	-4%	-$16.1K	0.05%	146
2025 Q4	$411K	Buy	913 +4	+0.4%	+$1.77K	0.07%	160
2025 Q3	$404K	Buy	909 +60	+7%	+$20.8K	0.08%	171
2025 Q2	$270K	Sell	849 -254	-23%	-$76.5K	0.06%	179
2025 Q1	$286K	Sell	1,103 -27	-2%	-$9K	0.08%	157
2024 Q4	$456K	Sell	1,130 -154	-12%	-$49.5K	0.13%	132
2024 Q3	$336K	Buy	1,284 +42	+3%	+$9.58K	0.1%	135
2024 Q2	$246K	Sell	1,242 -58	-4%	-$10.1K	0.09%	134
2024 Q1	$229K	Sell	1,300 -42	-3%	-$8.21K	0.09%	151
2023 Q4	$333K	Buy	1,342 +223	+20%	+$53K	0.16%	111
2023 Q3	$280K	Sell	1,119 -75	-6%	-$19.3K	0.15%	110
2023 Q2	$313K	Buy	+1,194	New	+$239K	0.17%	79

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prevail Innovative Wealth Advisors's TSLA Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors reduced its Tesla (TSLA) stake by 4.3% in Q1 2026, selling an estimated $16.1K and leaving 874 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #146.

Prevail Innovative Wealth Advisors first reported a position in TSLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $456K in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Prevail Innovative Wealth Advisors held 874 shares of Tesla worth $325K as of Q1 2026.
Prevail Innovative Wealth Advisors sold 39 Tesla shares in Q1 2026, an estimated $16.1K.
Tesla made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #146 holding.
Prevail Innovative Wealth Advisors first reported a position in Tesla in Q2 2023 and has held it in 12 quarters since.
Prevail Innovative Wealth Advisors's Tesla position peaked at $456K in Q4 2024.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.