Cahaba Wealth Management’s Tesla TSLA Stock Holding History

Cahaba 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	$338K	Buy	910 +111	+14%	+$45.7K	0.02%	113
2025 Q4	$359K	Buy	799 +21	+3%	+$9.31K	0.03%	108
2025 Q3	$346K	Buy	778 +20	+3%	+$6.94K	0.03%	111
2025 Q2	$241K	Buy	+758	New	+$228K	0.02%	136
2025 Q1	–	Sell	-582	Closed	-$235K	–	150
2024 Q4	$235K	Buy	+582	New	+$187K	0.02%	133
2023 Q2	–	Sell	-6,702	Closed	-$1.39M	–	152
2023 Q1	$1.39M	Sell	6,702 -22	-0.3%	-$3.84K	0.16%	36
2022 Q4	$828K	Buy	6,724 +249	+4%	+$47.1K	0.1%	49
2022 Q3	$1.72M	Buy	6,475 +7	+0.1%	+$1.96K	0.24%	31
2022 Q2	$1.45M	Buy	6,468 +21	+0.3%	+$5.73K	0.21%	34
2022 Q1	$1.87M	Sell	6,447 -135	-2%	-$42K	0.26%	33
2021 Q4	$2.32M	Sell	6,582 -174	-3%	-$58.4K	0.31%	26
2021 Q3	$1.75M	Sell	6,756 -1,416	-17%	-$333K	0.26%	29
2021 Q2	$1.87M	Buy	8,172 +7,158	+706%	+$1.55M	0.29%	30
2021 Q1	$225K	Sell	1,014 -198	-16%	-$49.7K	0.03%	82
2020 Q4	$342K	Buy	+1,212	New	+$207K	0.06%	68

Other funds holding TSLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return