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Primoris Wealth Advisors’s Tesla TSLA Stock Holding History

Primoris 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 		$1.4M Sell
3,762
-765
-17% -$315K 0.98% 31
2025
Q4 		$2.04M Buy
4,527
+4,000
+759% +$1.77M 1.22% 26
2025
Q3 		$234K Buy
+527
New +$183K 0.15% 91

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

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

Primoris Wealth Advisors reduced its Tesla (TSLA) stake by 17% in Q1 2026, selling an estimated $315K and leaving 3,762 shares worth $1.4M. The position accounts for 0.98% of the portfolio, ranked #31.

Primoris Wealth Advisors first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.04M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Primoris Wealth Advisors held 3,762 shares of Tesla worth $1.4M as of Q1 2026.
  • Primoris Wealth Advisors sold 765 Tesla shares in Q1 2026, an estimated $315K.
  • Tesla made up 0.98% of Primoris Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • Primoris Wealth Advisors first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • Primoris Wealth Advisors's Tesla position peaked at $2.04M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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