SWM
TSLA icon

StoneCrest Wealth Management’s Tesla TSLA Stock Holding History

StoneCrest 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 		– Sell
-594
Closed -$267K – 76
2025
Q4 		$267K Buy
+594
New +$263K 0.11% 69
2025
Q1 		– Sell
-540
Closed -$218K – 72
2024
Q4 		$218K Buy
+540
New +$174K 0.14% 61

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

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

StoneCrest Wealth Management sold out of Tesla (TSLA) in Q1 2026, closing a stake of 594 shares — an estimated $267K sold.

StoneCrest Wealth Management first reported a position in TSLA in Q4 2024 and held it in 2 quarters. The position peaked at $267K in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • StoneCrest Wealth Management reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
  • StoneCrest Wealth Management sold 594 Tesla shares in Q1 2026, an estimated $267K.
  • StoneCrest Wealth Management first reported a position in Tesla in Q4 2024 and held it in 2 quarters.
  • StoneCrest Wealth Management's Tesla position peaked at $267K in Q4 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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