WDG
TSLA icon

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
2025
Q4 		– Sell
-100
Closed -$8.76K – 182
2025
Q3 		$8.76K Buy
+100
New +$34.7K ﹤0.01% 178
2024
Q2 		– Sell
-200
Closed -$22 – 147
2024
Q1 		$22 Buy
+200
New +$39.1K ﹤0.01% 143

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.