Alpha Family Trust’s Tesla TSLA Stock Holding History

Alpha Family Trust’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	$5.62M	Buy	15,105 +995	+7%	+$410K	2.73%	8
2025 Q4	$6.35M	Hold	14,110	–	–	2.89%	8
2025 Q3	$6.27M	Hold	14,110	–	–	2.94%	8
2025 Q2	$4.48M	Buy	14,110 +385	+3%	+$116K	2.22%	10
2025 Q1	$3.56M	Hold	13,725	–	–	2.08%	10
2024 Q4	$5.54M	Buy	13,725 +745	+6%	+$240K	3.11%	10
2024 Q3	$3.4M	Buy	12,980 +450	+4%	+$103K	1.9%	12
2024 Q2	$2.48M	Buy	12,530 +985	+9%	+$172K	1.45%	12
2024 Q1	$2.03M	Sell	11,545 -2,215	-16%	-$433K	1.23%	12
2023 Q4	$3.42M	Buy	13,760 +865	+7%	+$206K	2.31%	11
2023 Q3	$3.23M	Sell	12,895 -1,080	-8%	-$277K	2.46%	11
2023 Q2	$3.66M	Sell	13,975 -190	-1%	-$38K	2.55%	10
2023 Q1	$2.94M	Buy	14,165 +220	+2%	+$38.4K	2.33%	10
2022 Q4	$1.72M	Buy	13,945 +10,755	+337%	+$2.04M	1.55%	10
2022 Q3	$846K	Buy	3,190 +190	+6%	+$53.1K	0.64%	14
2022 Q2	$673K	Buy	+3,000	New	+$819K	0.43%	19

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

Alpha Family Trust's TSLA Position: Q1 2026 in Review

Alpha Family Trust increased its Tesla (TSLA) stake by 7.1% in Q1 2026, buying an estimated $410K and bringing the position to 15,105 shares worth $5.62M. The position accounts for 2.73% of the portfolio, ranked #8.

Alpha Family Trust first reported a position in TSLA in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.35M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Alpha Family Trust held 15,105 shares of Tesla worth $5.62M as of Q1 2026.
Alpha Family Trust bought 995 Tesla shares in Q1 2026, an estimated $410K.
Tesla made up 2.73% of Alpha Family Trust's portfolio in Q1 2026, its #8 holding.
Alpha Family Trust first reported a position in Tesla in Q2 2022 and has held it in 16 quarters since.
Alpha Family Trust's Tesla position peaked at $6.35M in Q4 2025.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.