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Sageworth Trust’s Tesla TSLA Stock Holding History

Sageworth Trust’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 		$4.68M Buy
12,577
+298
+2% +$123K 0.2% 30
2025
Q4 		$5.52M Sell
12,279
-4,108
-25% -$1.82M 0.24% 23
2025
Q3 		$7.29M Sell
16,387
-646
-4% -$224K 0.34% 25
2025
Q2 		$5.41M Buy
17,033
+87
+0.5% +$26.2K 0.3% 21
2025
Q1 		$4.39M Buy
16,946
+2,635
+18% +$878K 0.27% 25
2024
Q4 		$5.78M Sell
14,311
-2,479
-15% -$798K 0.36% 20
2024
Q3 		$4.39M Sell
16,790
-1,760
-9% -$401K 0.26% 26
2024
Q2 		$3.67M Buy
18,550
+1,349
+8% +$236K 0.23% 28
2024
Q1 		$3.02M Buy
17,201
+5,340
+45% +$1.04M 0.2% 29
2023
Q4 		$2.95M Sell
11,861
-607
-5% -$144K 0.2% 30
2023
Q3 		$3.12M Hold
12,468
– – 0.23% 31
2023
Q2 		$3.26M Buy
12,468
+10,575
+559% +$2.11M 0.23% 27
2023
Q1 		$393K Buy
1,893
+732
+63% +$128K 0.03% 70
2022
Q4 		$143K Hold
1,161
– – 0.01% 87
2022
Q3 		$308K Hold
1,161
– – 0.03% 62
2022
Q2 		$261K Buy
+1,161
New +$317K 0.02% 69

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

Sageworth Trust's TSLA Position: Q1 2026 in Review

Sageworth Trust increased its Tesla (TSLA) stake by 2.4% in Q1 2026, buying an estimated $123K and bringing the position to 12,577 shares worth $4.68M. The position accounts for 0.2% of the portfolio, ranked #30.

Sageworth Trust first reported a position in TSLA in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.29M in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Sageworth Trust held 12,577 shares of Tesla worth $4.68M as of Q1 2026.
  • Sageworth Trust bought 298 Tesla shares in Q1 2026, an estimated $123K.
  • Tesla made up 0.2% of Sageworth Trust's portfolio in Q1 2026, its #30 holding.
  • Sageworth Trust first reported a position in Tesla in Q2 2022 and has held it in 16 quarters since.
  • Sageworth Trust's Tesla position peaked at $7.29M in Q3 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.