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Westwood Wealth Management’s Tesla TSLA Stock Holding History

Westwood Wealth 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 		$7.92M Buy
21,310
+17,335
+436% +$7.14M 3.11% 9
2025
Q4 		$1.79M Sell
3,975
-10,728
-73% -$4.76M 1.34% 25
2025
Q3 		$6.54M Buy
14,703
+6,460
+78% +$2.24M 2.4% 11
2025
Q2 		$2.62M Sell
8,243
-4,977
-38% -$1.5M 0.88% 17
2025
Q1 		$3.43M Sell
13,220
-2,340
-15% -$780K 1.48% 14
2024
Q4 		$6.28M Buy
15,560
+14,475
+1,334% +$4.66M 2.27% 9
2024
Q3 		$284K Buy
+1,085
New +$247K 0.11% 35

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

Westwood Wealth Management's TSLA Position: Q1 2026 in Review

Westwood Wealth Management increased its Tesla (TSLA) stake by 436% in Q1 2026, buying an estimated $7.14M and bringing the position to 21,310 shares worth $7.92M. The position accounts for 3.11% of the portfolio, ranked #9.

Westwood Wealth Management first reported a position in TSLA in Q3 2024 and has held it in 7 quarters since. 4,178 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Westwood Wealth Management held 21,310 shares of Tesla worth $7.92M as of Q1 2026.
  • Westwood Wealth Management bought 17,335 Tesla shares in Q1 2026, an estimated $7.14M.
  • Tesla made up 3.11% of Westwood Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Westwood Wealth Management first reported a position in Tesla in Q3 2024 and has held it in 7 quarters since.
  • 4,178 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.