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Wescott Financial Advisory Group’s Tesla TSLA Stock Holding History

Wescott Financial Advisory Group’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 		$857K Buy
2,305
+43
+2% +$17.7K 0.08% 109
2025
Q4 		$1.02M Buy
2,262
+254
+13% +$113K 0.09% 100
2025
Q3 		$893K Buy
2,008
+84
+4% +$29.1K 0.08% 100
2025
Q2 		$611K Buy
1,924
+195
+11% +$58.7K 0.06% 108
2025
Q1 		$448K Sell
1,729
-745
-30% -$248K 0.05% 119
2024
Q4 		$999K Buy
2,474
+407
+20% +$131K 0.1% 83
2024
Q3 		$541K Buy
2,067
+65
+3% +$14.8K 0.06% 109
2024
Q2 		$396K Buy
2,002
+149
+8% +$26K 0.05% 124
2024
Q1 		$326K Sell
1,853
-408
-18% -$79.7K 0.04% 129
2023
Q4 		$562K Buy
2,261
+28
+1% +$6.65K 0.08% 95
2023
Q3 		$559K Buy
2,233
+97
+5% +$24.9K 0.1% 90
2023
Q2 		$559K Sell
2,136
-150
-7% -$30K 0.1% 95
2023
Q1 		$474K Buy
2,286
+292
+15% +$50.9K 0.1% 96
2022
Q4 		$246K Sell
1,994
-3
-0.2% -$568 0.05% 132
2022
Q3 		$530K Buy
1,997
+497
+33% +$139K 0.15% 83
2022
Q2 		$337K Hold
1,500
– – 0.09% 102
2022
Q1 		$539K Buy
+1,500
New +$467K 0.14% 79

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

Wescott Financial Advisory Group's TSLA Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Tesla (TSLA) stake by 1.9% in Q1 2026, buying an estimated $17.7K and bringing the position to 2,305 shares worth $857K. The position accounts for 0.08% of the portfolio, ranked #109.

Wescott Financial Advisory Group first reported a position in TSLA in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.02M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Wescott Financial Advisory Group held 2,305 shares of Tesla worth $857K as of Q1 2026.
  • Wescott Financial Advisory Group bought 43 Tesla shares in Q1 2026, an estimated $17.7K.
  • Tesla made up 0.08% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #109 holding.
  • Wescott Financial Advisory Group first reported a position in Tesla in Q1 2022 and has held it in 17 quarters since.
  • Wescott Financial Advisory Group's Tesla position peaked at $1.02M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.