Aviso Wealth Management’s Tesla TSLA Stock Holding History

Aviso 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	$3.97M	Buy	10,680 +258	+2%	+$106K	1.79%	16
2025 Q4	$4.69M	Sell	10,422 -505	-5%	-$224K	1.97%	11
2025 Q3	$4.86M	Sell	10,927 -341	-3%	-$118K	2.12%	8
2025 Q2	$3.58M	Sell	11,268 -181	-2%	-$54.5K	1.67%	14
2025 Q1	$2.97M	Sell	11,449 -509	-4%	-$170K	1.58%	15
2024 Q4	$4.83M	Sell	11,958 -148	-1%	-$47.6K	2.46%	8
2024 Q3	$3.17M	Buy	12,106 +17	+0.1%	+$3.88K	1.72%	9
2024 Q2	$2.39M	Buy	12,089 +72	+0.6%	+$12.6K	1.42%	12
2024 Q1	$2.11M	Buy	12,017 +923	+8%	+$180K	1.33%	17
2023 Q4	$2.76M	Buy	+11,094	New	+$2.64M	2%	9

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

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

Aviso Wealth Management increased its Tesla (TSLA) stake by 2.5% in Q1 2026, buying an estimated $106K and bringing the position to 10,680 shares worth $3.97M. The position accounts for 1.79% of the portfolio, ranked #16.

Aviso Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.86M in Q3 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Aviso Wealth Management held 10,680 shares of Tesla worth $3.97M as of Q1 2026.
Aviso Wealth Management bought 258 Tesla shares in Q1 2026, an estimated $106K.
Tesla made up 1.79% of Aviso Wealth Management's portfolio in Q1 2026, its #16 holding.
Aviso Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Tesla position peaked at $4.86M in Q3 2025.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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