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RKL Wealth Management’s Tesla TSLA Stock Holding History

RKL 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 		$3.35M Sell
9,007
-1,493
-14% -$615K 0.3% 45
2025
Q4 		$4.72M Buy
10,500
+668
+7% +$296K 0.39% 34
2025
Q3 		$4.37M Sell
9,832
-939
-9% -$326K 0.37% 36
2025
Q2 		$3.42M Buy
10,771
+22
+0.2% +$6.63K 0.3% 49
2025
Q1 		$2.79M Buy
10,749
+806
+8% +$269K 0.26% 55
2024
Q4 		$4.02M Buy
9,943
+180
+2% +$57.9K 0.36% 43
2024
Q3 		$2.55M Buy
9,763
+852
+10% +$194K 0.23% 54
2024
Q2 		$1.76M Buy
8,911
+626
+8% +$109K 0.17% 62
2024
Q1 		$1.46M Buy
8,285
+1,291
+18% +$252K 0.14% 68
2023
Q4 		$1.74M Buy
6,994
+5,820
+496% +$1.38M 0.19% 63
2023
Q3 		$294K Sell
1,174
-26
-2% -$6.68K 0.04% 111
2023
Q2 		$314K Sell
1,200
-8
-0.7% -$1.6K 0.04% 112
2023
Q1 		$251K Buy
+1,208
New +$211K 0.03% 119
2022
Q4 		– Sell
-1,341
Closed -$356K – 133
2022
Q3 		$356K Sell
1,341
-3
-0.2% -$838 0.05% 106
2022
Q2 		$302K Sell
1,344
-252
-16% -$68.8K 0.04% 115
2022
Q1 		$573K Buy
1,596
+450
+39% +$140K 0.07% 92
2021
Q4 		$404K Buy
1,146
+30
+3% +$10.1K 0.05% 97
2021
Q3 		$288K Buy
+1,116
New +$263K 0.04% 109

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

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

RKL Wealth Management reduced its Tesla (TSLA) stake by 14% in Q1 2026, selling an estimated $615K and leaving 9,007 shares worth $3.35M. The position accounts for 0.3% of the portfolio, ranked #45.

RKL Wealth Management first reported a position in TSLA in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.72M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • RKL Wealth Management held 9,007 shares of Tesla worth $3.35M as of Q1 2026.
  • RKL Wealth Management sold 1,493 Tesla shares in Q1 2026, an estimated $615K.
  • Tesla made up 0.3% of RKL Wealth Management's portfolio in Q1 2026, its #45 holding.
  • RKL Wealth Management first reported a position in Tesla in Q3 2021 and has held it in 18 quarters since.
  • RKL Wealth Management's Tesla position peaked at $4.72M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.