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Private Wealth Management Group’s Tesla TSLA Stock Holding History

Private Wealth Management Group’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 		$164K Hold
441
– – 0.04% 96
2025
Q4 		$198K Hold
441
– – 0.05% 87
2025
Q3 		$196K Sell
441
-8
-2% -$2.77K 0.05% 87
2025
Q2 		$143K Buy
449
+15
+3% +$4.52K 0.05% 100
2025
Q1 		$112K Buy
434
+232
+115% +$77.3K 0.04% 107
2024
Q4 		$81.5K Buy
202
+2
+1% +$643 0.03% 130
2024
Q3 		$52.3K Buy
200
+17
+9% +$3.88K 0.02% 157
2024
Q2 		$36.2K Sell
183
-302
-62% -$52.8K 0.02% 188
2024
Q1 		$85.2K Buy
485
+13
+3% +$2.54K 0.04% 107
2023
Q4 		$117K Buy
+472
New +$112K 0.06% 87

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

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

Private Wealth Management Group held its Tesla (TSLA) position steady in Q1 2026 at 441 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #96.

Private Wealth Management Group first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $198K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Private Wealth Management Group held 441 shares of Tesla worth $164K as of Q1 2026.
  • Private Wealth Management Group left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.04% of Private Wealth Management Group's portfolio in Q1 2026, its #96 holding.
  • Private Wealth Management Group first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Tesla position peaked at $198K in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.