Simplicity Wealth’s Tesla TSLA Stock Holding History

Simplicity Wealth’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	$10.7M	Buy	28,730 +2,619	+10%	+$1.08M	0.61%	32
2025 Q4	$11.7M	Sell	26,111 -2,781	-10%	-$1.23M	0.7%	23
2025 Q3	$12.8M	Sell	28,892 -7,783	-21%	-$2.7M	0.74%	20
2025 Q2	$11.7M	Buy	36,675 +6,326	+21%	+$1.91M	0.48%	41
2025 Q1	$7.87M	Buy	30,349 +12,131	+67%	+$4.04M	0.61%	31
2024 Q4	$7.36M	Sell	18,218 -5,915	-25%	-$1.9M	1.53%	13
2024 Q3	$6.31M	Sell	24,133 -66,450	-73%	-$15.2M	0.58%	38
2024 Q2	$17.9M	Sell	90,583 -2,902	-3%	-$507K	0.41%	40
2024 Q1	$16.4M	Buy	93,485 +91,280	+4,140%	+$17.8M	0.39%	44
2023 Q4	$548K	Buy	+2,205	New	+$524K	0.21%	86

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Wealth's TSLA Position: Q1 2026 in Review

Simplicity Wealth increased its Tesla (TSLA) stake by 10% in Q1 2026, buying an estimated $1.08M and bringing the position to 28,730 shares worth $10.7M. The position accounts for 0.61% of the portfolio, ranked #32.

Simplicity Wealth first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.9M in Q2 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Simplicity Wealth held 28,730 shares of Tesla worth $10.7M as of Q1 2026.
Simplicity Wealth bought 2,619 Tesla shares in Q1 2026, an estimated $1.08M.
Tesla made up 0.61% of Simplicity Wealth's portfolio in Q1 2026, its #32 holding.
Simplicity Wealth first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's Tesla position peaked at $17.9M in Q2 2024.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.