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Consilio Wealth Advisors’s Tesla TSLA Stock Holding History

Consilio 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
2025
Q4 		– Sell
-100
Closed -$44.5K – 103
2025
Q3 		$44.5K Buy
+100
New +$34.7K 0.01% 97

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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

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

Consilio Wealth Advisors increased its Tesla (TSLA) stake by 0.44% in Q1 2026, buying an estimated $6.59K and bringing the position to 3,685 shares worth $1.37M. The position accounts for 0.4% of the portfolio, ranked #32.

Consilio Wealth Advisors first reported a position in TSLA in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.65M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Consilio Wealth Advisors held 3,685 shares of Tesla worth $1.37M as of Q1 2026.
  • Consilio Wealth Advisors bought 16 Tesla shares in Q1 2026, an estimated $6.59K.
  • Tesla made up 0.4% of Consilio Wealth Advisors's portfolio in Q1 2026, its #32 holding.
  • Consilio Wealth Advisors first reported a position in Tesla in Q3 2022 and has held it in 15 quarters since.
  • Consilio Wealth Advisors's Tesla position peaked at $1.65M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.