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West Wealth Group’s Tesla TSLA Stock Holding History

West Wealth 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 		$2.14M Buy
5,764
+1,262
+28% +$520K 0.42% 29
2025
Q4 		$2.02M Sell
4,502
-64
-1% -$28.4K 0.42% 30
2025
Q3 		$1.99M Sell
4,566
-1,376
-23% -$477K 0.45% 30
2025
Q2 		$1.9M Buy
5,942
+230
+4% +$69.3K 0.47% 28
2025
Q1 		$1.53M Sell
5,712
-725
-11% -$242K 0.45% 28
2024
Q4 		$2.6M Sell
6,437
-155
-2% -$49.9K 0.78% 23
2024
Q3 		$1.72M Sell
6,592
-245
-4% -$55.9K 0.56% 23
2024
Q2 		$1.35M Buy
6,837
+178
+3% +$31.1K 0.48% 28
2024
Q1 		$1.17M Sell
6,659
-325
-5% -$63.5K 0.43% 31
2023
Q4 		$1.74M Sell
6,984
-209
-3% -$49.7K 0.68% 24
2023
Q3 		$1.8M Sell
7,193
-14
-0.2% -$3.6K 0.79% 19
2023
Q2 		$1.89M Buy
7,207
+194
+3% +$38.8K 0.8% 16
2023
Q1 		$1.45M Buy
7,013
+1,328
+23% +$232K 0.67% 18
2022
Q4 		$700K Buy
5,685
+317
+6% +$60K 0.35% 27
2022
Q3 		$1.42M Sell
5,368
-20
-0.4% -$5.58K 0.72% 21
2022
Q2 		$1.21M Buy
5,388
+999
+23% +$273K 0.56% 26
2022
Q1 		$1.58M Buy
4,389
+186
+4% +$57.9K 0.63% 20
2021
Q4 		$1.48M Buy
+4,203
New +$1.41M 0.56% 22

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

West Wealth Group's TSLA Position: Q1 2026 in Review

West Wealth Group increased its Tesla (TSLA) stake by 28% in Q1 2026, buying an estimated $520K and bringing the position to 5,764 shares worth $2.14M. The position accounts for 0.42% of the portfolio, ranked #29.

West Wealth Group first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.6M in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • West Wealth Group held 5,764 shares of Tesla worth $2.14M as of Q1 2026.
  • West Wealth Group bought 1,262 Tesla shares in Q1 2026, an estimated $520K.
  • Tesla made up 0.42% of West Wealth Group's portfolio in Q1 2026, its #29 holding.
  • West Wealth Group first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • West Wealth Group's Tesla position peaked at $2.6M in Q4 2024.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.