Vestia Personal Wealth Advisors’s Tesla TSLA Stock Holding History

Vestia Personal Wealth Advisors’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	$718K	Sell	1,931 -1	-0.1%	-$412	0.34%	39
2025 Q4	$833K	Buy	1,932 +5	+0.3%	+$2.22K	0.42%	35
2025 Q3	$857K	Sell	1,927 -718	-27%	-$249K	0.5%	34
2025 Q2	$840K	Sell	2,645 -232	-8%	-$69.9K	0.58%	33
2025 Q1	$745K	Buy	2,877 +143	+5%	+$47.7K	0.59%	31
2024 Q4	$1.1M	Buy	2,734 +1,458	+114%	+$469K	0.91%	22
2024 Q3	$334K	Buy	1,276 +17	+1%	+$3.88K	0.31%	48
2024 Q2	$249K	Buy	+1,259	New	+$220K	0.27%	61

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

Vestia Personal Wealth Advisors's TSLA Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Tesla (TSLA) stake by 0.05% in Q1 2026, selling an estimated $412 and leaving 1,931 shares worth $718K. The position accounts for 0.34% of the portfolio, ranked #39.

Vestia Personal Wealth Advisors first reported a position in TSLA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Vestia Personal Wealth Advisors held 1,931 shares of Tesla worth $718K as of Q1 2026.
Vestia Personal Wealth Advisors sold 1 Tesla share in Q1 2026, an estimated $412.
Tesla made up 0.34% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Vestia Personal Wealth Advisors first reported a position in Tesla in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Tesla position peaked at $1.1M in Q4 2024.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.