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Wealthspire Advisors (New York)’s Tesla TSLA Stock Holding History

Wealthspire Advisors (New York)’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 		$34.6M Buy
92,985
+34,274
+58% +$14.1M 0.27% 57
2025
Q4 		$26.4M Buy
58,711
+17,178
+41% +$7.61M 0.21% 66
2025
Q3 		$18.5M Buy
41,533
+1,277
+3% +$443K 0.1% 83
2025
Q2 		$12.8M Buy
40,256
+5,166
+15% +$1.56M 0.07% 97
2025
Q1 		$9.09M Buy
35,090
+832
+2% +$277K 0.05% 119
2024
Q4 		$13.8M Buy
34,258
+8,890
+35% +$2.86M 0.14% 79
2024
Q3 		$6.64M Buy
25,368
+164
+0.7% +$37.4K 0.07% 128
2024
Q2 		$4.99M Buy
25,204
+1,309
+5% +$229K 0.06% 119
2024
Q1 		$4.2M Sell
23,895
-4,917
-17% -$961K 0.06% 125
2023
Q4 		$7.16M Buy
28,812
+3,441
+14% +$818K 0.1% 92
2023
Q3 		$6.35M Buy
25,371
+242
+1% +$62.2K 0.1% 93
2023
Q2 		$6.58M Buy
25,129
+1,231
+5% +$246K 0.11% 85
2023
Q1 		$4.96M Buy
23,898
+1,933
+9% +$337K 0.09% 98
2022
Q4 		$2.71M Buy
21,965
+2,284
+12% +$432K 0.05% 129
2022
Q3 		$5.22M Sell
19,681
-950
-5% -$265K 0.11% 89
2022
Q2 		$4.63M Buy
20,631
+7,875
+62% +$2.15M 0.1% 95
2022
Q1 		$4.58M Sell
12,756
-8,337
-40% -$2.6M 0.1% 77
2021
Q4 		$7.43M Sell
21,093
-7,245
-26% -$2.43M 0.16% 61
2021
Q3 		$7.33M Sell
28,338
-21,357
-43% -$5.03M 0.15% 71
2021
Q2 		$11.3M Sell
49,695
-19,929
-29% -$4.33M 0.3% 41
2021
Q1 		$15.5M Buy
69,624
+7,701
+12% +$1.93M 0.37% 35
2020
Q4 		$14.6M Buy
61,923
+60,405
+3,979% +$10.3M 0.43% 31
2020
Q3 		$217K Buy
+1,518
New +$179K 0.01% 285
2020
Q2 		– Sell
-61,020
Closed -$2.13M – 507
2020
Q1 		$2.13M Buy
+61,020
New +$2.53M 0.09% 120
2019
Q1 		– Sell
-1,155
Closed -$26K – 727
2018
Q4 		$26K Buy
+1,155
New +$24.8K ﹤0.01% 288

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

Wealthspire Advisors (New York)'s TSLA Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Tesla (TSLA) stake by 58% in Q1 2026, buying an estimated $14.1M and bringing the position to 92,985 shares worth $34.6M. The position accounts for 0.27% of the portfolio, ranked #57.

Wealthspire Advisors (New York) first reported a position in TSLA in Q4 2018 and has held it in 25 quarters since. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Wealthspire Advisors (New York) held 92,985 shares of Tesla worth $34.6M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 34,274 Tesla shares in Q1 2026, an estimated $14.1M.
  • Tesla made up 0.27% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #57 holding.
  • Wealthspire Advisors (New York) first reported a position in Tesla in Q4 2018 and has held it in 25 quarters since.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.