Allen Wealth Management’s Tesla TSLA Stock Holding History

Allen 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	–	Sell	-494	Closed	-$222K	–	63
2025 Q4	$222K	Buy	+494	New	+$219K	0.13%	59

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Allen Wealth Management sold out of Tesla (TSLA) in Q1 2026, closing a stake of 494 shares — an estimated $222K sold.

Allen Wealth Management first reported a position in TSLA in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Allen Wealth Management reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
Allen Wealth Management sold 494 Tesla shares in Q1 2026, an estimated $222K.
Allen Wealth Management first reported a position in Tesla in Q4 2025 and held it in 1 quarter.
Allen Wealth Management's Tesla position peaked at $222K in Q4 2025.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Allen Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.