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Signature Wealth Management Group’s Tesla TSLA Stock Holding History

Signature Wealth Management Group’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 		$1.09M Sell
2,944
-2,926
-50% -$1.21M 0.42% 60
2025
Q4 		$2.64M Sell
5,870
-61
-1% -$27K 1.08% 41
2025
Q3 		$2.64M Sell
5,931
-40
-0.7% -$13.9K 1.02% 40
2025
Q2 		$1.9M Sell
5,971
-134
-2% -$40.4K 0.75% 55
2025
Q1 		$1.58M Buy
6,105
+437
+8% +$146K 0.62% 59
2024
Q4 		$2.29M Buy
5,668
+16
+0.3% +$5.15K 0.92% 45
2024
Q3 		$1.48M Sell
5,652
-32
-0.6% -$7.3K 0.59% 61
2024
Q2 		$1.12M Buy
5,684
+132
+2% +$23.1K 0.49% 69
2024
Q1 		$816K Sell
5,552
-1,396
-20% -$273K 0.37% 74
2023
Q4 		$1.73M Buy
+6,948
New +$1.65M 0.8% 41
2023
Q2 		$2.69M Sell
10,267
-738
-7% -$148K 1.25% 36
2023
Q1 		$2.28M Buy
11,005
+3,657
+50% +$638K 1.08% 39
2022
Q4 		$905K Sell
7,348
-6,783
-48% -$1.28M 0.44% 67
2022
Q3 		$3.75M Sell
14,131
-473
-3% -$132K 1.9% 15
2022
Q2 		$3.28M Buy
14,604
+3,936
+37% +$1.07M 1.59% 31
2022
Q1 		$3.83M Buy
10,668
+3,117
+41% +$971K 1.73% 21
2021
Q4 		$2.66M Sell
7,551
-741
-9% -$249K 1.34% 37
2021
Q3 		$2.14M Buy
8,292
+945
+13% +$222K 1.19% 41
2021
Q2 		$1.67M Buy
7,347
+4,053
+123% +$880K 0.93% 46
2021
Q1 		$733K Buy
3,294
+60
+2% +$15.1K 0.43% 62
2020
Q4 		$761K Sell
3,234
-135
-4% -$23K 0.48% 62
2020
Q3 		$482K Buy
3,369
+384
+13% +$45.3K 0.35% 62
2020
Q2 		$215K Buy
+2,985
New +$161K 0.16% 68
2018
Q4 		– Sell
-510
Closed -$11K – 274
2018
Q3 		$11K Buy
510
+315
+162% +$6.56K 0.01% 181
2018
Q2 		$4K Buy
195
+150
+333% +$3.05K ﹤0.01% 273
2018
Q1 		$1K Hold
45
– – ﹤0.01% 323
2017
Q4 		$1K Buy
+45
New +$979 ﹤0.01% 365

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

Signature Wealth Management Group's TSLA Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Tesla (TSLA) stake by 50% in Q1 2026, selling an estimated $1.21M and leaving 2,944 shares worth $1.09M. The position accounts for 0.42% of the portfolio, ranked #60.

Signature Wealth Management Group first reported a position in TSLA in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.83M in Q1 2022. 4,200 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Signature Wealth Management Group held 2,944 shares of Tesla worth $1.09M as of Q1 2026.
  • Signature Wealth Management Group sold 2,926 Tesla shares in Q1 2026, an estimated $1.21M.
  • Tesla made up 0.42% of Signature Wealth Management Group's portfolio in Q1 2026, its #60 holding.
  • Signature Wealth Management Group first reported a position in Tesla in Q4 2017 and has held it in 27 quarters since.
  • Signature Wealth Management Group's Tesla position peaked at $3.83M in Q1 2022.
  • 4,200 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.