TritonPoint Wealth’s Tesla TSLA Stock Holding History

TritonPoint 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	$1.97M	Sell	5,294 -61	-1%	-$25.1K	0.21%	96
2025 Q4	$2.41M	Sell	5,355 -2,595	-33%	-$1.15M	0.24%	89
2025 Q3	$3.54M	Buy	7,950 +802	+11%	+$278K	0.3%	82
2025 Q2	$2.27M	Buy	7,148 +304	+4%	+$91.6K	0.21%	109
2025 Q1	$1.77M	Buy	6,844 +321	+5%	+$107K	0.17%	121
2024 Q4	$2.63M	Sell	6,523 -143	-2%	-$46K	0.24%	100
2024 Q3	$1.74M	Buy	6,666 +1,031	+18%	+$235K	0.16%	120
2024 Q2	$1.11M	Buy	5,635 +233	+4%	+$40.7K	0.11%	143
2024 Q1	$1.25M	Sell	5,402 -2,234	-29%	-$436K	0.13%	133
2023 Q4	$1.9M	Buy	+7,636	New	+$1.81M	0.19%	115

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

TritonPoint Wealth's TSLA Position: Q1 2026 in Review

TritonPoint Wealth reduced its Tesla (TSLA) stake by 1.1% in Q1 2026, selling an estimated $25.1K and leaving 5,294 shares worth $1.97M. The position accounts for 0.21% of the portfolio, ranked #96.

TritonPoint Wealth first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.54M in Q3 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

TritonPoint Wealth held 5,294 shares of Tesla worth $1.97M as of Q1 2026.
TritonPoint Wealth sold 61 Tesla shares in Q1 2026, an estimated $25.1K.
Tesla made up 0.21% of TritonPoint Wealth's portfolio in Q1 2026, its #96 holding.
TritonPoint Wealth first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Tesla position peaked at $3.54M in Q3 2025.
4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.