The Wealth Group’s Tesla TSLA Stock Holding History

The Wealth Group’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	-501	Closed	-$225K	–	94
2025 Q4	$225K	Buy	501 +32	+7%	+$14.2K	0.05%	77
2025 Q3	$209K	Buy	+469	New	+$163K	0.05%	79
2025 Q1	–	Sell	-682	Closed	-$275K	–	68
2024 Q4	$275K	Buy	+682	New	+$219K	0.08%	50

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

The Wealth Group's TSLA Position: Q1 2026 in Review

The Wealth Group sold out of Tesla (TSLA) in Q1 2026, closing a stake of 501 shares — an estimated $225K sold.

The Wealth Group first reported a position in TSLA in Q4 2024 and held it in 3 quarters. The position peaked at $275K in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

The Wealth Group reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
The Wealth Group sold 501 Tesla shares in Q1 2026, an estimated $225K.
The Wealth Group first reported a position in Tesla in Q4 2024 and held it in 3 quarters.
The Wealth Group's Tesla position peaked at $275K in Q4 2024.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on The Wealth Group's 13F filing for Q1 2026, filed 10 Apr 2026.