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Wealth Management Associates’s Tesla TSLA Stock Holding History

Wealth Management Associates’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 		$337K Sell
906
-198
-18% -$81.6K 0.12% 162
2025
Q4 		$496K Sell
1,104
-35
-3% -$15.5K 0.17% 108
2025
Q3 		$507K Sell
1,139
-266
-19% -$92.3K 0.18% 105
2025
Q2 		$446K Buy
1,405
+108
+8% +$32.5K 0.17% 113
2025
Q1 		$336K Buy
1,297
+385
+42% +$128K 0.14% 134
2024
Q4 		$368K Sell
912
-137
-13% -$44.1K 0.16% 128
2024
Q3 		$274K Sell
1,049
-607
-37% -$138K 0.12% 164
2024
Q2 		$328K Hold
1,656
– – 0.15% 129
2024
Q1 		$328K Buy
1,656
+107
+7% +$20.9K 0.15% 129
2023
Q4 		$385K Buy
1,549
+9
+0.6% +$2.14K 0.2% 107
2023
Q3 		$385K Buy
1,540
+10
+0.7% +$2.57K 0.23% 97
2023
Q2 		$401K Sell
1,530
-48
-3% -$9.6K 0.23% 93
2023
Q1 		$327K Buy
+1,578
New +$275K 0.2% 111
2022
Q4 		– Sell
-1,005
Closed -$267K – 194
2022
Q3 		$267K Buy
1,005
+111
+12% +$31K 0.19% 139
2022
Q2 		$201K Sell
894
-81
-8% -$22.1K 0.14% 168
2022
Q1 		$350K Buy
975
+216
+28% +$67.3K 0.2% 129
2021
Q4 		$267K Buy
+759
New +$255K 0.14% 164

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 Management Associates's TSLA Position: Q1 2026 in Review

Wealth Management Associates reduced its Tesla (TSLA) stake by 18% in Q1 2026, selling an estimated $81.6K and leaving 906 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #162.

Wealth Management Associates first reported a position in TSLA in Q4 2021 and has held it in 17 quarters since. The position peaked at $507K in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Wealth Management Associates held 906 shares of Tesla worth $337K as of Q1 2026.
  • Wealth Management Associates sold 198 Tesla shares in Q1 2026, an estimated $81.6K.
  • Tesla made up 0.12% of Wealth Management Associates's portfolio in Q1 2026, its #162 holding.
  • Wealth Management Associates first reported a position in Tesla in Q4 2021 and has held it in 17 quarters since.
  • Wealth Management Associates's Tesla position peaked at $507K in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.