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Proactive Wealth Strategies’s Tesla TSLA Stock Holding History

Proactive Wealth Strategies’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 		$3.3M Buy
8,876
+2,568
+41% +$1.06M 0.62% 46
2025
Q4 		$2.84M Buy
6,308
+424
+7% +$188K 1.12% 30
2025
Q3 		$2.62M Sell
5,884
-143
-2% -$49.6K 1.13% 28
2025
Q2 		$1.92M Sell
6,027
-147
-2% -$44.3K 0.9% 41
2025
Q1 		$1.6M Buy
6,174
+35
+0.6% +$11.7K 0.85% 41
2024
Q4 		$2.48M Buy
6,139
+274
+5% +$88.2K 1.29% 26
2024
Q3 		$1.53M Buy
+5,865
New +$1.34M 0.85% 38

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Proactive Wealth Strategies's TSLA Position: Q1 2026 in Review

Proactive Wealth Strategies increased its Tesla (TSLA) stake by 41% in Q1 2026, buying an estimated $1.06M and bringing the position to 8,876 shares worth $3.3M. The position accounts for 0.62% of the portfolio, ranked #46.

Proactive Wealth Strategies first reported a position in TSLA in Q3 2024 and has held it in 7 quarters since. 4,183 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Proactive Wealth Strategies held 8,876 shares of Tesla worth $3.3M as of Q1 2026.
  • Proactive Wealth Strategies bought 2,568 Tesla shares in Q1 2026, an estimated $1.06M.
  • Tesla made up 0.62% of Proactive Wealth Strategies's portfolio in Q1 2026, its #46 holding.
  • Proactive Wealth Strategies first reported a position in Tesla in Q3 2024 and has held it in 7 quarters since.
  • 4,183 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.