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Allium Financial Advisors’s Tesla TSLA Stock Holding History

Allium Financial 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 		$1.04M Buy
2,796
+6
+0.2% +$2.47K 0.83% 23
2025
Q4 		$1.25M Sell
2,790
-19
-0.7% -$8.42K 0.99% 21
2025
Q3 		$1.25M Sell
2,809
-55
-2% -$19.1K 1.03% 19
2025
Q2 		$910K Sell
2,864
-2,991
-51% -$901K 0.79% 24
2025
Q1 		$1.52M Buy
+5,855
New +$1.95M 1.38% 15

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

Allium Financial Advisors's TSLA Position: Q1 2026 in Review

Allium Financial Advisors increased its Tesla (TSLA) stake by 0.22% in Q1 2026, buying an estimated $2.47K and bringing the position to 2,796 shares worth $1.04M. The position accounts for 0.83% of the portfolio, ranked #23.

Allium Financial Advisors first reported a position in TSLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q1 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Allium Financial Advisors held 2,796 shares of Tesla worth $1.04M as of Q1 2026.
  • Allium Financial Advisors bought 6 Tesla shares in Q1 2026, an estimated $2.47K.
  • Tesla made up 0.83% of Allium Financial Advisors's portfolio in Q1 2026, its #23 holding.
  • Allium Financial Advisors first reported a position in Tesla in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Tesla position peaked at $1.52M in Q1 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.