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WCG Wealth Advisors’s Tesla TSLA Stock Holding History

WCG 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 		$25.5M Sell
68,623
-575
-0.8% -$237K 0.71% 36
2025
Q4 		$31.1M Buy
69,198
+32,704
+90% +$14.5M 0.87% 28
2025
Q3 		$16.2M Buy
36,494
+18,846
+107% +$6.54M 1.02% 26
2025
Q2 		$5.61M Buy
17,648
+1,504
+9% +$453K 0.36% 82
2025
Q1 		$4.18M Sell
16,144
-2,787
-15% -$929K 0.32% 87
2024
Q4 		$7.64M Sell
18,931
-752
-4% -$242K 0.51% 63
2024
Q3 		$5.15M Sell
19,683
-6
-0% -$1.37K 0.35% 88
2024
Q2 		$3.9M Sell
19,689
-12
-0.1% -$2.1K 0.29% 85
2024
Q1 		$3.46M Sell
19,701
-3,973
-17% -$776K 0.29% 79
2023
Q4 		$5.88M Buy
23,674
+114
+0.5% +$27.1K 0.43% 63
2023
Q3 		$5.89M Buy
23,560
+6,118
+35% +$1.57M 0.43% 63
2023
Q2 		$4.57M Buy
17,442
+2,595
+17% +$519K 0.53% 48
2023
Q1 		$3.08M Sell
14,847
-119
-0.8% -$20.8K 0.39% 58
2022
Q4 		$1.84M Buy
14,966
+1,234
+9% +$234K 0.25% 76
2022
Q3 		$3.94M Sell
13,732
-986
-7% -$275K 0.52% 47
2022
Q2 		$3.3M Buy
+14,718
New +$4.02M 0.46% 51

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

WCG Wealth Advisors's TSLA Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Tesla (TSLA) stake by 0.83% in Q1 2026, selling an estimated $237K and leaving 68,623 shares worth $25.5M. The position accounts for 0.71% of the portfolio, ranked #36.

WCG Wealth Advisors first reported a position in TSLA in Q2 2022 and has held it in 16 quarters since. The position peaked at $31.1M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • WCG Wealth Advisors held 68,623 shares of Tesla worth $25.5M as of Q1 2026.
  • WCG Wealth Advisors sold 575 Tesla shares in Q1 2026, an estimated $237K.
  • Tesla made up 0.71% of WCG Wealth Advisors's portfolio in Q1 2026, its #36 holding.
  • WCG Wealth Advisors first reported a position in Tesla in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's Tesla position peaked at $31.1M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.