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Wealth Forward LLC’s Tesla TSLA Stock Holding History

Wealth Forward LLC’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 		$244K Buy
656
+5
+0.8% +$2.06K 0.14% 40
2025
Q4 		$293K Buy
651
+49
+8% +$21.7K 0.17% 36
2025
Q3 		$268K Buy
+602
New +$209K 0.16% 34

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 Forward LLC's TSLA Position: Q1 2026 in Review

Wealth Forward LLC increased its Tesla (TSLA) stake by 0.77% in Q1 2026, buying an estimated $2.06K and bringing the position to 656 shares worth $244K. The position accounts for 0.14% of the portfolio, ranked #40.

Wealth Forward LLC first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $293K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Wealth Forward LLC held 656 shares of Tesla worth $244K as of Q1 2026.
  • Wealth Forward LLC bought 5 Tesla shares in Q1 2026, an estimated $2.06K.
  • Tesla made up 0.14% of Wealth Forward LLC's portfolio in Q1 2026, its #40 holding.
  • Wealth Forward LLC first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • Wealth Forward LLC's Tesla position peaked at $293K in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.