TWM
TSLA icon

TCFG Wealth Management’s Tesla TSLA Stock Holding History

TCFG 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 		$855K Buy
2,304
+227
+11% +$93.5K 0.32% 76
2025
Q4 		$934K Sell
2,077
-1,591
-43% -$705K 0.36% 69
2025
Q3 		$1.63M Sell
3,668
-382
-9% -$132K 0.64% 37
2025
Q2 		$1.29M Buy
4,050
+1,367
+51% +$412K 0.58% 36
2025
Q1 		$695K Buy
2,683
+43
+2% +$14.3K 0.35% 76
2024
Q4 		$1.07M Sell
2,640
-95
-3% -$30.6K 0.54% 47
2024
Q3 		$715K Buy
+2,735
New +$624K 0.36% 74

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TCFG Wealth Management increased its Tesla (TSLA) stake by 11% in Q1 2026, buying an estimated $93.5K and bringing the position to 2,304 shares worth $855K. The position accounts for 0.32% of the portfolio, ranked #76.

TCFG Wealth Management first reported a position in TSLA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q3 2025. 4,202 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • TCFG Wealth Management held 2,304 shares of Tesla worth $855K as of Q1 2026.
  • TCFG Wealth Management bought 227 Tesla shares in Q1 2026, an estimated $93.5K.
  • Tesla made up 0.32% of TCFG Wealth Management's portfolio in Q1 2026, its #76 holding.
  • TCFG Wealth Management first reported a position in Tesla in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Tesla position peaked at $1.63M in Q3 2025.
  • 4,202 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.