Private Wealth Partners’s Tesla TSLA Stock Holding History

Private Wealth Partners’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	$3.27M	Buy	8,804 +2,664	+43%	+$1.1M	0.25%	53
2025 Q4	$2.76M	Sell	6,140 -6	-0.1%	-$2.66K	0.2%	61
2025 Q3	$2.73M	Buy	6,146 +51	+0.8%	+$17.7K	0.19%	63
2025 Q2	$1.94M	Sell	6,095 -21	-0.3%	-$6.33K	0.15%	66
2025 Q1	$1.59M	Sell	6,116 -2,154	-26%	-$718K	0.13%	75
2024 Q4	$3.34M	Sell	8,270 -242	-3%	-$77.9K	0.26%	56
2024 Q3	$2.23M	Sell	8,512 -91	-1%	-$20.8K	0.18%	63
2024 Q2	$1.7M	Sell	8,603 -2,659	-24%	-$465K	0.13%	71
2024 Q1	$1.98M	Buy	11,262 +295	+3%	+$57.6K	0.16%	62
2023 Q4	$2.73M	Buy	10,967 +4,017	+58%	+$955K	0.23%	49
2023 Q3	$1.74M	Sell	6,950 -5	-0.1%	-$1.28K	0.17%	56
2023 Q2	$1.82M	Buy	6,955 +46	+0.7%	+$9.2K	0.17%	59
2023 Q1	$1.43M	Buy	+6,909	New	+$1.21M	0.14%	61
2021 Q1	–	Sell	-924	Closed	-$217K	–	111
2020 Q4	$217K	Buy	+924	New	+$158K	0.02%	112

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

Private Wealth Partners's TSLA Position: Q1 2026 in Review

Private Wealth Partners increased its Tesla (TSLA) stake by 43% in Q1 2026, buying an estimated $1.1M and bringing the position to 8,804 shares worth $3.27M. The position accounts for 0.25% of the portfolio, ranked #53.

Private Wealth Partners first reported a position in TSLA in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.34M in Q4 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Private Wealth Partners held 8,804 shares of Tesla worth $3.27M as of Q1 2026.
Private Wealth Partners bought 2,664 Tesla shares in Q1 2026, an estimated $1.1M.
Tesla made up 0.25% of Private Wealth Partners's portfolio in Q1 2026, its #53 holding.
Private Wealth Partners first reported a position in Tesla in Q4 2020 and has held it in 14 quarters since.
Private Wealth Partners's Tesla position peaked at $3.34M in Q4 2024.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.