ViaWealth’s Tesla TSLA Stock Holding History

ViaWealth’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	$1.51M	Hold	4,056	–	–	0.84%	35
2025 Q4	$1.82M	Sell	4,056 -132	-3%	-$58.5K	1.03%	25
2025 Q3	$1.86M	Buy	4,188 +264	+7%	+$91.6K	1.02%	26
2025 Q2	$1.25M	Buy	3,924 +488	+14%	+$147K	0.74%	38
2025 Q1	$890K	Sell	3,436 -87	-2%	-$29K	0.55%	54
2024 Q4	$1.42M	Sell	3,523 -903	-20%	-$291K	0.86%	32
2024 Q3	$1.16M	Sell	4,426 -1,032	-19%	-$235K	0.67%	42
2024 Q2	$1.08M	Sell	5,458 -105	-2%	-$18.4K	0.67%	41
2024 Q1	$978K	Buy	5,563 +24	+0.4%	+$4.69K	0.61%	49
2023 Q4	$1.38M	Buy	5,539 +105	+2%	+$25K	0.95%	26
2023 Q3	$1.36M	Sell	5,434 -481	-8%	-$124K	1%	24
2023 Q2	$1.55M	Buy	5,915 +28	+0.5%	+$5.6K	1.16%	19
2023 Q1	$1.22M	Buy	5,887 +2	+0%	+$349	0.97%	25
2022 Q4	$705K	Buy	+5,885	New	+$1.11M	0.58%	58

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

ViaWealth's TSLA Position: Q1 2026 in Review

ViaWealth held its Tesla (TSLA) position steady in Q1 2026 at 4,056 shares worth $1.51M. The position accounts for 0.84% of the portfolio, ranked #35.

ViaWealth first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q3 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

ViaWealth held 4,056 shares of Tesla worth $1.51M as of Q1 2026.
ViaWealth left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.84% of ViaWealth's portfolio in Q1 2026, its #35 holding.
ViaWealth first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Tesla position peaked at $1.86M in Q3 2025.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.