Surience Private Wealth’s Tesla TSLA Stock Holding History

Surience Private 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	$2.4M	Sell	6,453 -413	-6%	-$170K	2.58%	14
2025 Q4	$3.09M	Buy	6,866 +2,303	+50%	+$1.02M	3.32%	12
2025 Q3	$2.03M	Sell	4,563 -5,018	-52%	-$1.74M	1.86%	16
2025 Q2	$3.04M	Buy	9,581 +8,076	+537%	+$2.43M	2.86%	14
2025 Q1	$390K	Sell	1,505 -8,356	-85%	-$2.78M	0.68%	24
2024 Q4	$3.98M	Buy	+9,861	New	+$3.17M	5.14%	12
2024 Q3	–	Sell	-4,395	Closed	-$870K	–	40
2024 Q2	$870K	Sell	4,395 -16,539	-79%	-$2.89M	1.12%	22
2024 Q1	$3.68M	Buy	20,934 +4,725	+29%	+$923K	3.49%	13
2023 Q4	$4.03M	Buy	+16,209	New	+$3.85M	4.09%	8
2022 Q2	–	Sell	-10,461	Closed	-$3.76M	–	22
2022 Q1	$3.76M	Sell	10,461 -2,943	-22%	-$917K	3.29%	12
2021 Q4	$4.72M	Buy	+13,404	New	+$4.5M	3.85%	13

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

Surience Private Wealth's TSLA Position: Q1 2026 in Review

Surience Private Wealth reduced its Tesla (TSLA) stake by 6% in Q1 2026, selling an estimated $170K and leaving 6,453 shares worth $2.4M. The position accounts for 2.58% of the portfolio, ranked #14.

Surience Private Wealth first reported a position in TSLA in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.72M in Q4 2021. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Surience Private Wealth held 6,453 shares of Tesla worth $2.4M as of Q1 2026.
Surience Private Wealth sold 413 Tesla shares in Q1 2026, an estimated $170K.
Tesla made up 2.58% of Surience Private Wealth's portfolio in Q1 2026, its #14 holding.
Surience Private Wealth first reported a position in Tesla in Q4 2021 and has held it in 11 quarters since.
Surience Private Wealth's Tesla position peaked at $4.72M in Q4 2021.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.