Sage Private Wealth Group’s Tesla TSLA Stock Holding History

Sage Private Wealth 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	$457K	Buy	1,230 +34	+3%	+$14K	0.23%	55
2025 Q4	$538K	Buy	1,196 +11	+0.9%	+$4.88K	0.29%	48
2025 Q3	$527K	Sell	1,185 -128	-10%	-$44.4K	0.29%	52
2025 Q2	$417K	Sell	1,313 -178	-12%	-$53.6K	0.27%	51
2025 Q1	$386K	Buy	1,491 +9	+0.6%	+$3K	0.29%	54
2024 Q4	$598K	Sell	1,482 -8	-0.5%	-$2.57K	0.45%	25
2024 Q3	$390K	Sell	1,490 -158	-10%	-$36K	0.31%	51
2024 Q2	$326K	Buy	+1,648	New	+$288K	0.27%	60
2022 Q4	–	Sell	-645	Closed	-$171K	–	169
2022 Q3	$171K	Hold	645	–	–	0.23%	50
2022 Q2	$145K	Buy	645 +30	+5%	+$8.19K	0.21%	57
2022 Q1	$221K	Sell	615 -228	-27%	-$71K	0.22%	48
2021 Q4	$296K	Sell	843 -6	-0.7%	-$2.01K	0.37%	33
2021 Q3	$219K	Hold	849	–	–	0.3%	35
2021 Q2	$192K	Hold	849	–	–	0.26%	48
2021 Q1	$189K	Sell	849 -171	-17%	-$42.9K	0.33%	45
2020 Q4	$240K	Buy	+1,020	New	+$174K	0.67%	28

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

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

Sage Private Wealth Group increased its Tesla (TSLA) stake by 2.8% in Q1 2026, buying an estimated $14K and bringing the position to 1,230 shares worth $457K. The position accounts for 0.23% of the portfolio, ranked #55.

Sage Private Wealth Group first reported a position in TSLA in Q4 2020 and has held it in 16 quarters since. The position peaked at $598K in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Sage Private Wealth Group held 1,230 shares of Tesla worth $457K as of Q1 2026.
Sage Private Wealth Group bought 34 Tesla shares in Q1 2026, an estimated $14K.
Tesla made up 0.23% of Sage Private Wealth Group's portfolio in Q1 2026, its #55 holding.
Sage Private Wealth Group first reported a position in Tesla in Q4 2020 and has held it in 16 quarters since.
Sage Private Wealth Group's Tesla position peaked at $598K in Q4 2024.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.