Athena Wealth Management’s Tesla TSLA Stock Holding History

Athena 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	-536	Closed	-$241K	–	120
2025 Q4	$241K	Buy	+536	New	+$238K	0.23%	88

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

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

Athena Wealth Management sold out of Tesla (TSLA) in Q1 2026, closing a stake of 536 shares — an estimated $241K sold.

Athena Wealth Management first reported a position in TSLA in Q4 2025 and held it in 1 quarter. The position peaked at $241K in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Athena Wealth Management reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
Athena Wealth Management sold 536 Tesla shares in Q1 2026, an estimated $241K.
Athena Wealth Management first reported a position in Tesla in Q4 2025 and held it in 1 quarter.
Athena Wealth Management's Tesla position peaked at $241K in Q4 2025.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Athena Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.