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Semus Wealth Partners’s Tesla TSLA Stock Holding History

Semus 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 		$5.16M Buy
13,872
+1,636
+13% +$674K 2.88% 7
2025
Q4 		$5.5M Sell
12,236
-66
-0.5% -$29.3K 2.96% 6
2025
Q3 		$5.47M Sell
12,302
-367
-3% -$127K 3.1% 4
2025
Q2 		$4.02M Sell
12,669
-134
-1% -$40.4K 2.61% 7
2025
Q1 		$3.32M Sell
12,803
-22
-0.2% -$7.33K 2.31% 10
2024
Q4 		$5.18M Sell
12,825
-2,217
-15% -$713K 3.43% 4
2024
Q3 		$3.94M Sell
15,042
-2,153
-13% -$491K 2.75% 6
2024
Q2 		$3.4M Buy
17,195
+870
+5% +$152K 2.63% 8
2024
Q1 		$2.87M Buy
16,325
+1,125
+7% +$220K 2.42% 9
2023
Q4 		$3.78M Sell
15,200
-286
-2% -$68K 3.09% 4
2023
Q3 		$3.87M Sell
15,486
-229
-1% -$58.8K 3.61% 3
2023
Q2 		$4.11M Buy
15,715
+1,334
+9% +$267K 3.78% 3
2023
Q1 		$2.98M Buy
14,381
+1,024
+8% +$179K 3.21% 4
2022
Q4 		$1.65M Buy
+13,357
New +$2.53M 2% 9

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

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

Semus Wealth Partners increased its Tesla (TSLA) stake by 13% in Q1 2026, buying an estimated $674K and bringing the position to 13,872 shares worth $5.16M. The position accounts for 2.88% of the portfolio, ranked #7.

Semus Wealth Partners first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.5M in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Semus Wealth Partners held 13,872 shares of Tesla worth $5.16M as of Q1 2026.
  • Semus Wealth Partners bought 1,636 Tesla shares in Q1 2026, an estimated $674K.
  • Tesla made up 2.88% of Semus Wealth Partners's portfolio in Q1 2026, its #7 holding.
  • Semus Wealth Partners first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
  • Semus Wealth Partners's Tesla position peaked at $5.5M in Q4 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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