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Wealth Alliance’s Tesla TSLA Stock Holding History

Wealth Alliance’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 		$2.91M Sell
7,829
-689
-8% -$284K 0.29% 75
2025
Q4 		$3.83M Sell
8,518
-31
-0.4% -$13.7K 0.38% 44
2025
Q3 		$3.8M Buy
8,549
+88
+1% +$30.5K 0.39% 43
2025
Q2 		$2.69M Sell
8,461
-1,131
-12% -$341K 0.3% 68
2025
Q1 		$2.49M Buy
9,592
+722
+8% +$241K 0.3% 67
2024
Q4 		$3.58M Buy
8,870
+641
+8% +$206K 0.43% 40
2024
Q3 		$2.15M Sell
8,229
-74
-0.9% -$16.9K 0.26% 72
2024
Q2 		$1.64M Sell
8,303
-5,582
-40% -$976K 0.21% 91
2024
Q1 		$2.44M Sell
13,885
-962
-6% -$188K 0.32% 59
2023
Q4 		$3.69M Sell
14,847
-88
-0.6% -$20.9K 0.52% 33
2023
Q3 		$3.74M Buy
14,935
+594
+4% +$153K 0.59% 25
2023
Q2 		$3.75M Sell
14,341
-1,702
-11% -$340K 0.56% 27
2023
Q1 		$3.33M Buy
16,043
+822
+5% +$143K 0.54% 28
2022
Q4 		$1.87M Buy
15,221
+174
+1% +$32.9K 0.33% 61
2022
Q3 		$3.99M Sell
15,047
-1,453
-9% -$406K 0.79% 15
2022
Q2 		$3.7M Buy
16,500
+13,041
+377% +$3.56M 0.71% 24
2022
Q1 		$1.24M Sell
3,459
-270
-7% -$84.1K 0.25% 89
2021
Q4 		$1.31M Sell
3,729
-456
-11% -$153K 0.26% 83
2021
Q3 		$1.08M Buy
4,185
+687
+20% +$162K 0.24% 95
2021
Q2 		$793K Buy
3,498
+396
+13% +$86K 0.19% 128
2021
Q1 		$691K Sell
3,102
-528
-15% -$133K 0.19% 128
2020
Q4 		$854K Sell
3,630
-1,410
-28% -$241K 0.25% 98
2020
Q3 		$721K Sell
5,040
-810
-14% -$95.6K 0.26% 96
2020
Q2 		$421K Sell
5,850
-330
-5% -$17.9K 0.17% 161
2020
Q1 		$216K Buy
+6,180
New +$256K 0.12% 208

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

Wealth Alliance's TSLA Position: Q1 2026 in Review

Wealth Alliance reduced its Tesla (TSLA) stake by 8.1% in Q1 2026, selling an estimated $284K and leaving 7,829 shares worth $2.91M. The position accounts for 0.29% of the portfolio, ranked #75.

Wealth Alliance first reported a position in TSLA in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.99M in Q3 2022. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Wealth Alliance held 7,829 shares of Tesla worth $2.91M as of Q1 2026.
  • Wealth Alliance sold 689 Tesla shares in Q1 2026, an estimated $284K.
  • Tesla made up 0.29% of Wealth Alliance's portfolio in Q1 2026, its #75 holding.
  • Wealth Alliance first reported a position in Tesla in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Tesla position peaked at $3.99M in Q3 2022.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.