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Straight Path Wealth Management’s Tesla TSLA Stock Holding History

Straight Path 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 		$44M Buy
118,435
+254
+0.2% +$105K 11.76% 2
2025
Q4 		$53.1M Buy
118,181
+1,004
+0.9% +$445K 14.33% 2
2025
Q3 		$52.1M Buy
117,177
+24
+0% +$8.32K 14.05% 2
2025
Q2 		$37.2M Buy
117,153
+199
+0.2% +$60K 12.64% 2
2025
Q1 		$30.3M Buy
116,954
+31
+0% +$10.3K 12.26% 2
2024
Q4 		$47.2M Sell
116,923
-5,420
-4% -$1.74M 18.68% 1
2024
Q3 		$32M Sell
122,343
-7,495
-6% -$1.71M 13.79% 2
2024
Q2 		$25.7M Sell
129,838
-4,924
-4% -$861K 13.2% 2
2024
Q1 		$23.7M Buy
134,762
+2,950
+2% +$576K 13.3% 2
2023
Q4 		$32.8M Buy
131,812
+117
+0.1% +$27.8K 19.21% 1
2023
Q3 		$33M Buy
131,695
+43
+0% +$11K 22.34% 1
2023
Q2 		$34.5M Sell
131,652
-53
-0% -$10.6K 23.66% 1
2023
Q1 		$27.3M Buy
131,705
+2,953
+2% +$515K 21.73% 1
2022
Q4 		$15.9M Buy
128,752
+262
+0.2% +$49.6K 15.2% 1
2022
Q3 		$34.1M Hold
128,490
– – 30.61% 1
2022
Q2 		$28.8M Buy
128,490
+72
+0.1% +$19.7K 28.26% 1
2022
Q1 		$46.1M Buy
128,418
+3
+0% +$934 39.07% 1
2021
Q4 		$45.2M Buy
+128,415
New +$43.1M 39.42% 1

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

Straight Path Wealth Management's TSLA Position: Q1 2026 in Review

Straight Path Wealth Management increased its Tesla (TSLA) stake by 0.21% in Q1 2026, buying an estimated $105K and bringing the position to 118,435 shares worth $44M. The position accounts for 11.76% of the portfolio, ranked #2.

Straight Path Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $53.1M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Straight Path Wealth Management held 118,435 shares of Tesla worth $44M as of Q1 2026.
  • Straight Path Wealth Management bought 254 Tesla shares in Q1 2026, an estimated $105K.
  • Tesla made up 11.76% of Straight Path Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Straight Path Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Straight Path Wealth Management's Tesla position peaked at $53.1M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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