WWM
TSLA icon

Whalen Wealth Management’s Tesla TSLA Stock Holding History

Whalen 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 		$1.16M Buy
3,120
+321
+11% +$132K 0.62% 38
2025
Q4 		$1.26M Buy
2,799
+1,577
+129% +$699K 0.68% 37
2025
Q3 		$543K Sell
1,222
-3,103
-72% -$1.08M 0.32% 69
2025
Q2 		$1.37M Buy
4,325
+1,639
+61% +$494K 0.86% 25
2025
Q1 		$696K Buy
2,686
+145
+6% +$48.3K 0.46% 44
2024
Q4 		$1.03M Sell
2,541
-1,727
-40% -$556K 0.71% 26
2024
Q3 		$1.12M Buy
4,268
+550
+15% +$125K 0.79% 26
2024
Q2 		$736K Buy
3,718
+953
+34% +$167K 0.58% 33
2024
Q1 		$486K Buy
2,765
+1,760
+175% +$344K 0.36% 49
2023
Q4 		$250K Buy
+1,005
New +$239K 0.22% 92

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

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

Whalen Wealth Management increased its Tesla (TSLA) stake by 11% in Q1 2026, buying an estimated $132K and bringing the position to 3,120 shares worth $1.16M. The position accounts for 0.62% of the portfolio, ranked #38.

Whalen Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.37M in Q2 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Whalen Wealth Management held 3,120 shares of Tesla worth $1.16M as of Q1 2026.
  • Whalen Wealth Management bought 321 Tesla shares in Q1 2026, an estimated $132K.
  • Tesla made up 0.62% of Whalen Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Whalen Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • Whalen Wealth Management's Tesla position peaked at $1.37M in Q2 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.