SWM
TSLA icon

Shepherd Wealth Management’s Tesla TSLA Stock Holding History

Shepherd 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 		$2.82M Sell
7,155
-13,745
-66% -$5.66M 2.11% 10
2025
Q4 		$9.14M Sell
20,900
-8,977
-30% -$3.98M 6.36% 4
2025
Q3 		$13.9M Sell
29,877
-12,614
-30% -$4.37M 9.24% 2
2025
Q2 		$14.1M Buy
42,491
+12,287
+41% +$3.7M 9.57% 3
2025
Q1 		$7.84M Buy
30,204
+20,481
+211% +$6.83M 8.06% 3
2024
Q4 		$3.93M Buy
+9,723
New +$3.13M 3.86% 6

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

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

Shepherd Wealth Management reduced its Tesla (TSLA) stake by 66% in Q1 2026, selling an estimated $5.66M and leaving 7,155 shares worth $2.82M. The position accounts for 2.11% of the portfolio, ranked #10.

Shepherd Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.1M in Q2 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Shepherd Wealth Management held 7,155 shares of Tesla worth $2.82M as of Q1 2026.
  • Shepherd Wealth Management sold 13,745 Tesla shares in Q1 2026, an estimated $5.66M.
  • Tesla made up 2.11% of Shepherd Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Shepherd Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Wealth Management's Tesla position peaked at $14.1M in Q2 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.