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WealthTrust Asset Management’s Tesla TSLA Stock Holding History

WealthTrust Asset 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 		$1.12M Buy
+3,024
New +$1.25M 0.67% 29
2025
Q2 		– Sell
-2,381
Closed -$617K – 92
2025
Q1 		$617K Sell
2,381
-39
-2% -$13K 0.46% 47
2024
Q4 		$977K Buy
2,420
+9
+0.4% +$2.9K 0.7% 34
2024
Q3 		$631K Buy
2,411
+1
+0% +$228 0.47% 50
2024
Q2 		$477K Sell
2,410
-150
-6% -$26.2K 0.35% 56
2024
Q1 		$450K Sell
2,560
-89
-3% -$17.4K 0.34% 50
2023
Q4 		$658K Hold
2,649
– – 0.55% 43
2023
Q3 		$663K Buy
2,649
+59
+2% +$15.2K 0.62% 42
2023
Q2 		$678K Sell
2,590
-1,025
-28% -$205K 0.61% 42
2023
Q1 		$750K Buy
3,615
+48
+1% +$8.37K 0.71% 45
2022
Q4 		$439K Buy
3,567
+188
+6% +$35.6K 0.43% 41
2022
Q3 		$896K Sell
3,379
-20
-0.6% -$5.58K 0.94% 33
2022
Q2 		$763K Buy
3,399
+630
+23% +$172K 0.72% 38
2022
Q1 		$995K Buy
2,769
+30
+1% +$9.34K 0.71% 35
2021
Q4 		$965K Sell
2,739
-39
-1% -$13.1K 0.64% 37
2021
Q3 		$718K Hold
2,778
– – 0.64% 36
2021
Q2 		$629K Buy
+2,778
New +$603K 0.55% 42

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

WealthTrust Asset Management's TSLA Position: Q1 2026 in Review

WealthTrust Asset Management opened a new position in Tesla (TSLA) in Q1 2026: 3,024 shares worth $1.12M. The stake represents 0.67% of the portfolio and ranks #29 among its holdings. This is a return to the name: WealthTrust Asset Management previously reported a position in TSLA as recently as Q1 2025.

WealthTrust Asset Management first reported a position in TSLA in Q2 2021 and has held it in 17 quarters since. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • WealthTrust Asset Management held 3,024 shares of Tesla worth $1.12M as of Q1 2026.
  • Tesla was a new WealthTrust Asset Management position in Q1 2026.
  • Tesla made up 0.67% of WealthTrust Asset Management's portfolio in Q1 2026, its #29 holding.
  • WealthTrust Asset Management first reported a position in Tesla in Q2 2021 and has held it in 17 quarters since.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.