WE
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Wealth Effects’s Tesla TSLA Stock Holding History

Wealth Effects’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 		$2.48M Sell
6,665
-690
-9% -$284K 0.88% 19
2025
Q4 		$3.31M Sell
7,355
-105
-1% -$46.5K 1.03% 15
2025
Q3 		$3.32M Buy
7,460
+480
+7% +$166K 1.07% 15
2025
Q2 		$2.22M Sell
6,980
-30
-0.4% -$9.04K 0.83% 22
2025
Q1 		$1.82M Buy
7,010
+340
+5% +$113K 0.76% 26
2024
Q4 		$2.69M Sell
6,670
-220
-3% -$70.8K 0.96% 16
2024
Q3 		$1.8M Buy
6,890
+905
+15% +$206K 0.63% 34
2024
Q2 		$1.18M Buy
5,985
+829
+16% +$145K 0.43% 49
2024
Q1 		$906K Sell
5,156
-1,543
-23% -$301K 0.33% 62
2023
Q4 		$1.66M Buy
6,699
+51
+0.8% +$12.1K 0.63% 31
2023
Q3 		$1.66M Sell
6,648
-465
-7% -$119K 0.82% 20
2023
Q2 		$1.86M Sell
7,113
-17
-0.2% -$3.4K 0.82% 18
2023
Q1 		$1.48M Buy
7,130
+237
+3% +$41.3K 0.76% 29
2022
Q4 		$849K Buy
6,893
+653
+10% +$124K 0.48% 49
2022
Q3 		$1.66M Buy
6,240
+30
+0.5% +$8.38K 1.01% 21
2022
Q2 		$1.39M Buy
6,210
+300
+5% +$81.9K 0.84% 27
2022
Q1 		$2.12M Sell
5,910
-150
-2% -$46.7K 0.99% 18
2021
Q4 		$2.13M Buy
+6,060
New +$2.03M 0.89% 22

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 Effects's TSLA Position: Q1 2026 in Review

Wealth Effects reduced its Tesla (TSLA) stake by 9.4% in Q1 2026, selling an estimated $284K and leaving 6,665 shares worth $2.48M. The position accounts for 0.88% of the portfolio, ranked #19.

Wealth Effects first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.32M in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Wealth Effects held 6,665 shares of Tesla worth $2.48M as of Q1 2026.
  • Wealth Effects sold 690 Tesla shares in Q1 2026, an estimated $284K.
  • Tesla made up 0.88% of Wealth Effects's portfolio in Q1 2026, its #19 holding.
  • Wealth Effects first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Tesla position peaked at $3.32M in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.