Wingate Wealth Advisors’s Tesla TSLA Stock Holding History

Wingate Wealth Advisors’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	–	Sell	-471	Closed	-$212K	–	126
2025 Q4	$212K	Buy	+471	New	+$209K	0.12%	113
2025 Q1	–	Sell	-406	Closed	-$164K	–	411
2024 Q4	$164K	Buy	+406	New	+$131K	0.16%	111

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wingate Wealth Advisors's TSLA Position: Q1 2026 in Review

Wingate Wealth Advisors sold out of Tesla (TSLA) in Q1 2026, closing a stake of 471 shares — an estimated $212K sold.

Wingate Wealth Advisors first reported a position in TSLA in Q4 2024 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 4,217 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Wingate Wealth Advisors reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
Wingate Wealth Advisors sold 471 Tesla shares in Q1 2026, an estimated $212K.
Wingate Wealth Advisors first reported a position in Tesla in Q4 2024 and held it in 2 quarters.
Wingate Wealth Advisors's Tesla position peaked at $212K in Q4 2025.
4,217 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Wingate Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.