Curio Wealth’s Tesla TSLA Stock Holding History

Curio Wealth’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 Q2	–	Sell	-346	Closed	-$129K	–	1053
2026 Q1	$129K	Sell	346 -26	-7%	-$10.7K	0.04%	93
2025 Q4	$181K	Buy	+372	New	+$165K	0.06%	81
2025 Q3	–	Sell	-270	Closed	-$85.8K	–	376
2025 Q2	$85.8K	Buy	270 +268	+13,400%	+$80.7K	0.04%	104
2025 Q1	$36.3K	Buy	+2	New	+$667	0.02%	142

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curio Wealth's TSLA Position: Q2 2026 in Review

Curio Wealth sold out of Tesla (TSLA) in Q2 2026, closing a stake of 346 shares — an estimated $129K sold.

Curio Wealth first reported a position in TSLA in Q1 2025 and held it in 4 quarters. The position peaked at $181K in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Curio Wealth reported no remaining Tesla position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 346 Tesla shares in Q2 2026, an estimated $129K.
Curio Wealth first reported a position in Tesla in Q1 2025 and held it in 4 quarters.
Curio Wealth's Tesla position peaked at $181K in Q4 2025.
4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.