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WBH Advisory’s Tesla TSLA Stock Holding History

WBH Advisory’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 		$1.15M Buy
3,012
+470
+18% +$194K 0.09% 158
2025
Q4 		$1.14M Sell
2,542
-25
-1% -$11.1K 0.08% 155
2025
Q3 		$1.14M Buy
2,567
+47
+2% +$16.3K 0.09% 154
2025
Q2 		$801K Sell
2,520
-59
-2% -$17.8K 0.07% 183
2025
Q1 		$668K Buy
2,579
+67
+3% +$22.3K 0.06% 179
2024
Q4 		$1.01M Sell
2,512
-24
-0.9% -$7.72K 0.09% 149
2024
Q3 		$664K Sell
2,536
-731
-22% -$167K 0.06% 187
2024
Q2 		$647K Sell
3,267
-113
-3% -$19.7K 0.07% 183
2024
Q1 		$594K Sell
3,380
-30
-0.9% -$5.86K 0.06% 194
2023
Q4 		$847K Sell
3,410
-46
-1% -$10.9K 0.09% 160
2023
Q3 		$865K Sell
3,456
-1,690
-33% -$434K 0.11% 149
2023
Q2 		$1.35M Buy
5,146
+680
+15% +$136K 0.16% 121
2023
Q1 		$927K Buy
+4,466
New +$779K 0.12% 151
2022
Q3 		$1.33M Sell
5,021
-190
-4% -$53.1K 0.19% 115
2022
Q2 		$1.22M Hold
5,211
– – 0.16% 125
2022
Q1 		$1.52M Buy
5,211
+54
+1% +$16.8K 0.19% 112
2021
Q4 		$1.82M Buy
5,157
+3
+0.1% +$1.01K 0.21% 99
2021
Q3 		$1.33M Buy
5,154
+117
+2% +$27.5K 0.18% 117
2021
Q2 		$1.1M Buy
5,037
+72
+1% +$15.6K 0.16% 115
2021
Q1 		$1.11M Sell
4,965
-27
-0.5% -$6.78K 0.18% 110
2020
Q4 		$1.42M Sell
4,992
-225
-4% -$38.4K 0.24% 86
2020
Q3 		$746K Sell
5,217
-393
-7% -$46.4K 0.15% 122
2020
Q2 		$403K Buy
+5,610
New +$303K 0.1% 166

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

WBH Advisory's TSLA Position: Q1 2026 in Review

WBH Advisory increased its Tesla (TSLA) stake by 18% in Q1 2026, buying an estimated $194K and bringing the position to 3,012 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #158.

WBH Advisory first reported a position in TSLA in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.82M in Q4 2021. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • WBH Advisory held 3,012 shares of Tesla worth $1.15M as of Q1 2026.
  • WBH Advisory bought 470 Tesla shares in Q1 2026, an estimated $194K.
  • Tesla made up 0.09% of WBH Advisory's portfolio in Q1 2026, its #158 holding.
  • WBH Advisory first reported a position in Tesla in Q2 2020 and has held it in 23 quarters since.
  • WBH Advisory's Tesla position peaked at $1.82M in Q4 2021.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.