WealthTrak Capital Management’s Tesla TSLA Stock Holding History

WealthTrak Capital Management’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	$287K	Sell	771 -7	-0.9%	-$2.88K	0.2%	71
2025 Q4	$350K	Buy	778 +118	+18%	+$52.3K	0.25%	56
2025 Q3	$294K	Buy	660 +54	+9%	+$18.7K	0.24%	68
2025 Q2	$193K	Buy	606 +116	+24%	+$34.9K	0.16%	73
2025 Q1	$127K	Buy	490 +24	+5%	+$8K	0.11%	76
2024 Q4	$188K	Buy	+466	New	+$150K	0.16%	69

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthTrak Capital Management's TSLA Position: Q1 2026 in Review

WealthTrak Capital Management reduced its Tesla (TSLA) stake by 0.9% in Q1 2026, selling an estimated $2.88K and leaving 771 shares worth $287K. The position accounts for 0.2% of the portfolio, ranked #71.

WealthTrak Capital Management first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $350K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

WealthTrak Capital Management held 771 shares of Tesla worth $287K as of Q1 2026.
WealthTrak Capital Management sold 7 Tesla shares in Q1 2026, an estimated $2.88K.
Tesla made up 0.2% of WealthTrak Capital Management's portfolio in Q1 2026, its #71 holding.
WealthTrak Capital Management first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's Tesla position peaked at $350K in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.