Brio Consultants’s Tesla TSLA Stock Holding History

Brio Consultants’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	-575	Closed	-$259K	–	158
2025 Q4	$259K	Buy	575 +26	+5%	+$11.5K	0.03%	128
2025 Q3	$244K	Sell	549 -249	-31%	-$86.4K	0.03%	120
2025 Q2	$253K	Buy	+798	New	+$240K	0.04%	114
2025 Q1	–	Sell	-753	Closed	-$304K	–	122
2024 Q4	$304K	Buy	+753	New	+$242K	0.05%	94
2023 Q1	–	Sell	-1,848	Closed	-$228K	–	94
2022 Q4	$228K	Buy	1,848 +150	+9%	+$28.4K	0.05%	84
2022 Q3	$359K	Hold	1,698	–	–	0.08%	78
2022 Q2	$402K	Hold	1,698	–	–	0.09%	61
2022 Q1	$610K	Hold	1,698	–	–	0.13%	47
2021 Q4	$598K	Sell	1,698 -1,407	-45%	-$472K	0.14%	42
2021 Q3	$803K	Buy	3,105 +81	+3%	+$19.1K	0.19%	44
2021 Q2	$685K	Sell	3,024 -6	-0.2%	-$1.3K	0.18%	43
2021 Q1	$675K	Hold	3,030	–	–	0.2%	40
2020 Q4	$713K	Sell	3,030 -60	-2%	-$10.2K	0.23%	37
2020 Q3	$442K	Sell	3,090 -195	-6%	-$23K	0.13%	48
2020 Q2	$236K	Buy	+3,285	New	+$178K	0.08%	61

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

Brio Consultants's TSLA Position: Q1 2026 in Review

Brio Consultants sold out of Tesla (TSLA) in Q1 2026, closing a stake of 575 shares — an estimated $259K sold.

Brio Consultants first reported a position in TSLA in Q2 2020 and held it in 15 quarters. The position peaked at $803K in Q3 2021. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Brio Consultants reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
Brio Consultants sold 575 Tesla shares in Q1 2026, an estimated $259K.
Brio Consultants first reported a position in Tesla in Q2 2020 and held it in 15 quarters.
Brio Consultants's Tesla position peaked at $803K in Q3 2021.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.