TWM
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Tradition Wealth Management’s Tesla TSLA Stock Holding History

Tradition 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 		$5.68M Buy
15,275
+940
+7% +$387K 0.4% 62
2025
Q4 		$6.45M Buy
14,335
+399
+3% +$177K 0.46% 55
2025
Q3 		$6.2M Buy
13,936
+902
+7% +$313K 0.46% 59
2025
Q2 		$4.14M Buy
13,034
+1,241
+11% +$374K 0.33% 76
2025
Q1 		$3.06M Buy
11,793
+2,975
+34% +$991K 0.27% 82
2024
Q4 		$3.56M Buy
8,818
+1,328
+18% +$427K 0.31% 74
2024
Q3 		$1.96M Buy
7,490
+1,108
+17% +$253K 0.17% 106
2024
Q2 		$1.26M Sell
6,382
-1,681
-21% -$294K 0.12% 141
2024
Q1 		$1.42M Buy
8,063
+133
+2% +$26K 0.14% 124
2023
Q4 		$1.97M Buy
7,930
+374
+5% +$88.9K 0.21% 89
2023
Q3 		$1.89M Buy
7,556
+320
+4% +$82.2K 0.23% 82
2023
Q2 		$1.89M Buy
7,236
+804
+13% +$161K 0.22% 87
2023
Q1 		$1.33M Buy
6,432
+2,718
+73% +$474K 0.17% 101
2022
Q4 		$458K Buy
3,714
+98
+3% +$18.6K 0.06% 168
2022
Q3 		$959K Buy
3,616
+37
+1% +$10.3K 0.14% 111
2022
Q2 		$803K Sell
3,579
-1,302
-27% -$355K 0.12% 123
2022
Q1 		$1.75M Buy
4,881
+504
+12% +$157K 0.22% 91
2021
Q4 		$1.54M Sell
4,377
-24
-0.5% -$8.05K 0.19% 104
2021
Q3 		$1.14M Sell
4,401
-81
-2% -$19.1K 0.16% 116
2021
Q2 		$1.01M Buy
4,482
+1,458
+48% +$317K 0.15% 120
2021
Q1 		$673K Buy
3,024
+84
+3% +$21.1K 0.12% 138
2020
Q4 		$692K Buy
+2,940
New +$502K 0.13% 116

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

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

Tradition Wealth Management increased its Tesla (TSLA) stake by 6.6% in Q1 2026, buying an estimated $387K and bringing the position to 15,275 shares worth $5.68M. The position accounts for 0.4% of the portfolio, ranked #62.

Tradition Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.45M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Tradition Wealth Management held 15,275 shares of Tesla worth $5.68M as of Q1 2026.
  • Tradition Wealth Management bought 940 Tesla shares in Q1 2026, an estimated $387K.
  • Tesla made up 0.4% of Tradition Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Tradition Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Tesla position peaked at $6.45M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.