Refined Wealth Management’s Tesla TSLA Stock Holding History

Refined Wealth Management’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	$225K	Sell	606 -135	-18%	-$55.6K	0.14%	42
2025 Q4	$333K	Buy	741 +73	+11%	+$32.4K	0.22%	31
2025 Q3	$297K	Hold	668	–	–	0.19%	27
2025 Q2	$212K	Buy	+668	New	+$201K	0.15%	27
2025 Q1	–	Sell	-517	Closed	-$209K	–	29
2024 Q4	$209K	Buy	+517	New	+$166K	0.16%	24

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

Refined Wealth Management's TSLA Position: Q1 2026 in Review

Refined Wealth Management reduced its Tesla (TSLA) stake by 18% in Q1 2026, selling an estimated $55.6K and leaving 606 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #42.

Refined Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 5 quarters since. The position peaked at $333K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Refined Wealth Management held 606 shares of Tesla worth $225K as of Q1 2026.
Refined Wealth Management sold 135 Tesla shares in Q1 2026, an estimated $55.6K.
Tesla made up 0.14% of Refined Wealth Management's portfolio in Q1 2026, its #42 holding.
Refined Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 5 quarters since.
Refined Wealth Management's Tesla position peaked at $333K in Q4 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.