Wealth Preservation Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$349K Buy
938
+239
+34% +$98.5K 0.29% 43
2025
Q4
$314K Buy
699
+120
+21% +$53.2K 0.16% 66
2025
Q3
$257K Sell
579
-2,000
-78% -$694K 0.15% 69
2025
Q2
$819K Buy
2,579
+573
+29% +$173K 0.51% 24
2025
Q1
$520K Buy
+2,006
New +$669K 0.37% 35

Other funds holding TSLA

Wealth Preservation Advisors's TSLA Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Tesla (TSLA) stake by 34% in Q1 2026, buying an estimated $98.5K and bringing the position to 938 shares worth $349K. The position accounts for 0.29% of the portfolio, ranked #43.

Wealth Preservation Advisors first reported a position in TSLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $819K in Q2 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Wealth Preservation Advisors held 938 shares of Tesla worth $349K as of Q1 2026.
  • Wealth Preservation Advisors bought 239 Tesla shares in Q1 2026, an estimated $98.5K.
  • Tesla made up 0.29% of Wealth Preservation Advisors's portfolio in Q1 2026, its #43 holding.
  • Wealth Preservation Advisors first reported a position in Tesla in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Tesla position peaked at $819K in Q2 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.