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Waypoint Wealth Counsel’s Tesla TSLA Stock Holding History

Waypoint Wealth Counsel’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 		– Hold
0
– -$180K – 289
2025
Q4 		– Hold
0
– – – 274
2025
Q1 		– Hold
0
– -$121K – 123
2024
Q4 		– Hold
0
– – – 96

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

Waypoint Wealth Counsel's TSLA Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Tesla (TSLA) stake by 40% in Q1 2026, selling an estimated $502K and leaving 1,857 shares worth $690K. The position accounts for 0.36% of the portfolio, ranked #49.

Waypoint Wealth Counsel first reported a position in TSLA in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Waypoint Wealth Counsel held 1,857 shares of Tesla worth $690K as of Q1 2026.
  • Waypoint Wealth Counsel sold 1,219 Tesla shares in Q1 2026, an estimated $502K.
  • Tesla made up 0.36% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #49 holding.
  • Waypoint Wealth Counsel first reported a position in Tesla in Q3 2023 and has held it in 11 quarters since.
  • Waypoint Wealth Counsel's Tesla position peaked at $1.38M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.