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Wealth Dimensions Group’s Tesla TSLA Stock Holding History

Wealth Dimensions Group’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 		$1.2M Sell
3,231
-284
-8% -$117K 0.24% 53
2025
Q4 		$1.54M Buy
3,515
+83
+2% +$36.8K 0.31% 45
2025
Q3 		$1.53M Sell
3,432
-300
-8% -$104K 0.31% 43
2025
Q2 		$1.19M Hold
3,732
– – 0.26% 49
2025
Q1 		$967K Buy
3,732
+17
+0.5% +$5.67K 0.23% 56
2024
Q4 		$1.5M Sell
3,715
-577
-13% -$186K 0.37% 39
2024
Q3 		$1.12M Buy
4,292
+395
+10% +$90.1K 0.28% 44
2024
Q2 		$771K Sell
3,897
-359
-8% -$62.7K 0.22% 56
2024
Q1 		$748K Buy
4,256
+147
+4% +$28.7K 0.22% 58
2023
Q4 		$1.02M Buy
4,109
+91
+2% +$21.6K 0.32% 41
2023
Q3 		$1.01M Buy
4,018
+14
+0.3% +$3.6K 0.36% 40
2023
Q2 		$1.05M Buy
4,004
+100
+3% +$20K 0.38% 40
2023
Q1 		$810K Buy
3,904
+24
+0.6% +$4.19K 0.31% 45
2022
Q4 		$478K Buy
3,880
+153
+4% +$29K 0.2% 74
2022
Q3 		$989K Buy
3,727
+1
+0% +$279 0.49% 33
2022
Q2 		$837K Buy
3,726
+1,272
+52% +$347K 0.4% 40
2022
Q1 		$882K Buy
2,454
+48
+2% +$14.9K 0.41% 43
2021
Q4 		$848K Sell
2,406
-945
-28% -$317K 0.42% 42
2021
Q3 		$866K Buy
3,351
+48
+1% +$11.3K 0.55% 34
2021
Q2 		$748K Buy
3,303
+135
+4% +$29.3K 0.51% 38
2021
Q1 		$705K Buy
3,168
+147
+5% +$36.9K 0.55% 36
2020
Q4 		$711K Buy
+3,021
New +$516K 0.61% 27

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 Dimensions Group's TSLA Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Tesla (TSLA) stake by 8.1% in Q1 2026, selling an estimated $117K and leaving 3,231 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #53.

Wealth Dimensions Group first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.54M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Wealth Dimensions Group held 3,231 shares of Tesla worth $1.2M as of Q1 2026.
  • Wealth Dimensions Group sold 284 Tesla shares in Q1 2026, an estimated $117K.
  • Tesla made up 0.24% of Wealth Dimensions Group's portfolio in Q1 2026, its #53 holding.
  • Wealth Dimensions Group first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Tesla position peaked at $1.54M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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