Boulder Wealth Advisors’s Tesla TSLA Stock Holding History

Boulder Wealth 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	$244K	Buy	656 +51	+8%	+$21K	0.1%	29
2025 Q4	$272K	Sell	605 -25	-4%	-$11.1K	0.12%	33
2025 Q3	$280K	Buy	+630	New	+$219K	0.13%	27
2025 Q1	–	Sell	-776	Closed	-$313K	–	27
2024 Q4	$313K	Sell	776 -109	-12%	-$35.1K	0.16%	22
2024 Q3	$232K	Sell	885 -327	-27%	-$74.6K	0.13%	25
2024 Q2	$240K	Sell	1,212 -86	-7%	-$15K	0.14%	22
2024 Q1	$228K	Buy	+1,298	New	+$254K	0.14%	22
2022 Q4	$63K	Buy	+510	New	+$96.6K	0.06%	28

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

Boulder Wealth Advisors's TSLA Position: Q1 2026 in Review

Boulder Wealth Advisors increased its Tesla (TSLA) stake by 8.4% in Q1 2026, buying an estimated $21K and bringing the position to 656 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #29.

Boulder Wealth Advisors first reported a position in TSLA in Q4 2022 and has held it in 8 quarters since. The position peaked at $313K in Q4 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Boulder Wealth Advisors held 656 shares of Tesla worth $244K as of Q1 2026.
Boulder Wealth Advisors bought 51 Tesla shares in Q1 2026, an estimated $21K.
Tesla made up 0.1% of Boulder Wealth Advisors's portfolio in Q1 2026, its #29 holding.
Boulder Wealth Advisors first reported a position in Tesla in Q4 2022 and has held it in 8 quarters since.
Boulder Wealth Advisors's Tesla position peaked at $313K in Q4 2024.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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