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SHP Wealth Management’s Tesla TSLA Stock Holding History

SHP 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 		$3.14M Buy
8,434
+154
+2% +$63.4K 0.24% 31
2025
Q4 		$3.72M Buy
+8,280
New +$3.67M 0.29% 29

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T 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

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

SHP Wealth Management increased its Tesla (TSLA) stake by 1.9% in Q1 2026, buying an estimated $63.4K and bringing the position to 8,434 shares worth $3.14M. The position accounts for 0.24% of the portfolio, ranked #31.

SHP Wealth Management first reported a position in TSLA in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.72M in Q4 2025. 4,185 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • SHP Wealth Management held 8,434 shares of Tesla worth $3.14M as of Q1 2026.
  • SHP Wealth Management bought 154 Tesla shares in Q1 2026, an estimated $63.4K.
  • Tesla made up 0.24% of SHP Wealth Management's portfolio in Q1 2026, its #31 holding.
  • SHP Wealth Management first reported a position in Tesla in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Tesla position peaked at $3.72M in Q4 2025.
  • 4,185 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.