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Sagespring Wealth Partners’s Tesla TSLA Stock Holding History

Sagespring 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 		$14M Sell
37,754
-909
-2% -$374K 0.26% 52
2025
Q4 		$17.4M Buy
38,663
+3,378
+10% +$1.5M 0.32% 49
2025
Q3 		$15.7M Buy
35,285
+1,560
+5% +$541K 0.31% 50
2025
Q2 		$10.7M Buy
33,725
+7,139
+27% +$2.15M 0.23% 60
2025
Q1 		$6.89M Buy
26,586
+3,986
+18% +$1.33M 0.17% 66
2024
Q4 		$9.13M Buy
+22,600
New +$7.27M 0.24% 53

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

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

Sagespring Wealth Partners reduced its Tesla (TSLA) stake by 2.4% in Q1 2026, selling an estimated $374K and leaving 37,754 shares worth $14M. The position accounts for 0.26% of the portfolio, ranked #52.

Sagespring Wealth Partners first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.4M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Sagespring Wealth Partners held 37,754 shares of Tesla worth $14M as of Q1 2026.
  • Sagespring Wealth Partners sold 909 Tesla shares in Q1 2026, an estimated $374K.
  • Tesla made up 0.26% of Sagespring Wealth Partners's portfolio in Q1 2026, its #52 holding.
  • Sagespring Wealth Partners first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Tesla position peaked at $17.4M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.