Triad Wealth Partners’s Tesla TSLA Stock Holding History

Triad Wealth Partners’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	$5.23M	Buy	17,183 +4,511	+36%	+$1.86M	0.41%	53
2025 Q4	$5.7M	Sell	12,672 -1,661	-12%	-$736K	0.54%	43
2025 Q3	$5.01M	Buy	14,333 +10,249	+251%	+$3.55M	0.65%	36
2025 Q2	$1.3M	Buy	4,084 +638	+19%	+$192K	0.26%	66
2025 Q1	$893K	Buy	3,446 +1,382	+67%	+$461K	0.28%	63
2024 Q4	$834K	Buy	+2,064	New	+$664K	0.3%	58
2024 Q3	–	Sell	-1,816	Closed	-$359K	–	837
2024 Q2	$359K	Hold	1,816	–	–	0.19%	54
2024 Q1	$319K	Buy	+1,816	New	+$355K	0.24%	39

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

Triad Wealth Partners's TSLA Position: Q1 2026 in Review

Triad Wealth Partners increased its Tesla (TSLA) stake by 36% in Q1 2026, buying an estimated $1.86M and bringing the position to 17,183 shares worth $5.23M. The position accounts for 0.41% of the portfolio, ranked #53.

Triad Wealth Partners first reported a position in TSLA in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.7M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Triad Wealth Partners held 17,183 shares of Tesla worth $5.23M as of Q1 2026.
Triad Wealth Partners bought 4,511 Tesla shares in Q1 2026, an estimated $1.86M.
Tesla made up 0.41% of Triad Wealth Partners's portfolio in Q1 2026, its #53 holding.
Triad Wealth Partners first reported a position in Tesla in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Tesla position peaked at $5.7M in Q4 2025.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.