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Trajan Wealth’s Tesla TSLA Stock Holding History

Trajan 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 		$505K Sell
1,359
-476
-26% -$196K 0.02% 118
2025
Q4 		$825K Buy
1,835
+457
+33% +$203K 0.03% 113
2025
Q3 		$613K Buy
+1,378
New +$478K 0.03% 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

Trajan Wealth's TSLA Position: Q1 2026 in Review

Trajan Wealth reduced its Tesla (TSLA) stake by 26% in Q1 2026, selling an estimated $196K and leaving 1,359 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #118.

Trajan Wealth first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $825K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Trajan Wealth held 1,359 shares of Tesla worth $505K as of Q1 2026.
  • Trajan Wealth sold 476 Tesla shares in Q1 2026, an estimated $196K.
  • Tesla made up 0.02% of Trajan Wealth's portfolio in Q1 2026, its #118 holding.
  • Trajan Wealth first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • Trajan Wealth's Tesla position peaked at $825K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.