CWA
TSLA icon

Continuum Wealth Advisors’s Tesla TSLA Stock Holding History

Continuum 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 		– Sell
-623
Closed -$280K – 81
2025
Q4 		$280K Buy
+623
New +$276K 0.11% 69

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Continuum Wealth Advisors sold out of Tesla (TSLA) in Q1 2026, closing a stake of 623 shares — an estimated $280K sold.

Continuum Wealth Advisors first reported a position in TSLA in Q4 2025 and held it in 1 quarter. The position peaked at $280K in Q4 2025. 4,195 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Continuum Wealth Advisors reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
  • Continuum Wealth Advisors sold 623 Tesla shares in Q1 2026, an estimated $280K.
  • Continuum Wealth Advisors first reported a position in Tesla in Q4 2025 and held it in 1 quarter.
  • Continuum Wealth Advisors's Tesla position peaked at $280K in Q4 2025.
  • 4,195 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Continuum Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.