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SFG Wealth Management’s Tesla TSLA Stock Holding History

SFG 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 		– Sell
-461
Closed -$207K – 127
2025
Q4 		$207K Sell
461
-10
-2% -$4.43K 0.08% 127
2025
Q3 		$210K Buy
+471
New +$163K 0.09% 128
2023
Q2 		– Sell
-1,402
Closed -$291K – 104
2023
Q1 		$291K Sell
1,402
-534
-28% -$93.2K 0.32% 55
2022
Q4 		$238K Sell
1,936
-317
-14% -$60K 0.29% 65
2022
Q3 		$598K Sell
2,253
-39
-2% -$10.9K 0.81% 28
2022
Q2 		$514K Sell
2,292
-168
-7% -$45.9K 0.6% 38
2022
Q1 		$884K Buy
2,460
+735
+43% +$229K 0.83% 34
2021
Q4 		$608K Buy
+1,725
New +$579K 0.54% 48

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SFG Wealth Management sold out of Tesla (TSLA) in Q1 2026, closing a stake of 461 shares — an estimated $207K sold.

SFG Wealth Management first reported a position in TSLA in Q4 2021 and held it in 8 quarters. The position peaked at $884K in Q1 2022. 4,195 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • SFG Wealth Management reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 461 Tesla shares in Q1 2026, an estimated $207K.
  • SFG Wealth Management first reported a position in Tesla in Q4 2021 and held it in 8 quarters.
  • SFG Wealth Management's Tesla position peaked at $884K in Q1 2022.
  • 4,195 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.