Able Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$415K Sell
1,140
-20
-2% -$8.24K 0.11% 88
2025
Q4
$522K Buy
1,160
+275
+31% +$122K 0.17% 70
2025
Q3
$394K Buy
+885
New +$307K 0.15% 74
2024
Q1
Sell
-321
Closed -$79.8K 533
2023
Q4
$79.8K Buy
+321
New +$76.3K 0.07% 108

Other funds holding TSLA

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

Able Wealth Management reduced its Tesla (TSLA) stake by 1.7% in Q1 2026, selling an estimated $8.24K and leaving 1,140 shares worth $415K. The position accounts for 0.11% of the portfolio, ranked #88.

Able Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 4 quarters since. The position peaked at $522K in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Able Wealth Management held 1,140 shares of Tesla worth $415K as of Q1 2026.
  • Able Wealth Management sold 20 Tesla shares in Q1 2026, an estimated $8.24K.
  • Tesla made up 0.11% of Able Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Able Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 4 quarters since.
  • Able Wealth Management's Tesla position peaked at $522K in Q4 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.