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SMART Wealth’s Tesla TSLA Stock Holding History

SMART 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 		$1.18M Sell
3,178
-377
-11% -$155K 0.35% 88
2025
Q4 		$1.6M Buy
3,555
+1,484
+72% +$658K 0.49% 73
2025
Q3 		$921K Sell
2,071
-607
-23% -$211K 0.35% 74
2025
Q2 		$851K Buy
2,678
+1,546
+137% +$466K 0.27% 87
2025
Q1 		$293K Sell
1,132
-4,910
-81% -$1.64M 0.11% 126
2024
Q4 		$2.44M Buy
6,042
+5,248
+661% +$1.69M 0.87% 32
2024
Q3 		$208K Buy
+794
New +$181K 0.08% 137

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

SMART Wealth's TSLA Position: Q1 2026 in Review

SMART Wealth reduced its Tesla (TSLA) stake by 11% in Q1 2026, selling an estimated $155K and leaving 3,178 shares worth $1.18M. The position accounts for 0.35% of the portfolio, ranked #88.

SMART Wealth first reported a position in TSLA in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q4 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • SMART Wealth held 3,178 shares of Tesla worth $1.18M as of Q1 2026.
  • SMART Wealth sold 377 Tesla shares in Q1 2026, an estimated $155K.
  • Tesla made up 0.35% of SMART Wealth's portfolio in Q1 2026, its #88 holding.
  • SMART Wealth first reported a position in Tesla in Q3 2024 and has held it in 7 quarters since.
  • SMART Wealth's Tesla position peaked at $2.44M in Q4 2024.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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