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Wealthspan Partners’s Tesla TSLA Stock Holding History

Wealthspan Partners’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 		$489K Buy
1,316
+20
+2% +$8.24K 0.17% 79
2025
Q4 		$583K Hold
1,296
– – 0.21% 69
2025
Q3 		$576K Sell
1,296
-72
-5% -$25K 0.22% 69
2025
Q2 		$435K Buy
1,368
+20
+1% +$6.03K 0.18% 75
2025
Q1 		$349K Sell
1,348
-63
-4% -$21K 0.16% 83
2024
Q4 		$570K Buy
1,411
+8
+0.6% +$2.57K 0.27% 59
2024
Q3 		$367K Sell
1,403
-27
-2% -$6.16K 0.18% 80
2024
Q2 		$283K Buy
1,430
+150
+12% +$26.2K 0.16% 83
2024
Q1 		$225K Buy
+1,280
New +$250K 0.13% 91

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

Wealthspan Partners's TSLA Position: Q1 2026 in Review

Wealthspan Partners increased its Tesla (TSLA) stake by 1.5% in Q1 2026, buying an estimated $8.24K and bringing the position to 1,316 shares worth $489K. The position accounts for 0.17% of the portfolio, ranked #79.

Wealthspan Partners first reported a position in TSLA in Q1 2024 and has held it in 9 quarters since. The position peaked at $583K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Wealthspan Partners held 1,316 shares of Tesla worth $489K as of Q1 2026.
  • Wealthspan Partners bought 20 Tesla shares in Q1 2026, an estimated $8.24K.
  • Tesla made up 0.17% of Wealthspan Partners's portfolio in Q1 2026, its #79 holding.
  • Wealthspan Partners first reported a position in Tesla in Q1 2024 and has held it in 9 quarters since.
  • Wealthspan Partners's Tesla position peaked at $583K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.