Curran Financial Partners’s Tesla TSLA Stock Holding History

Curran Financial Partners’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	$728K	Buy	1,958 +77	+4%	+$31.7K	0.13%	75
2025 Q4	$846K	Buy	1,881 +112	+6%	+$49.6K	0.16%	71
2025 Q3	$787K	Buy	1,769 +170	+11%	+$59K	0.16%	78
2025 Q2	$508K	Buy	1,599 +150	+10%	+$45.2K	0.11%	82
2025 Q1	$376K	Buy	1,449 +356	+33%	+$119K	0.09%	73
2024 Q4	$441K	Buy	1,093 +247	+29%	+$79.5K	0.12%	64
2024 Q3	$221K	Buy	+846	New	+$193K	0.06%	87
2023 Q3	–	Sell	-806	Closed	-$211K	–	80
2023 Q2	$211K	Buy	+806	New	+$161K	0.09%	71
2022 Q4	–	Sell	-1,154	Closed	-$306K	–	69
2022 Q3	$306K	Buy	+1,154	New	+$322K	0.16%	49
2022 Q2	–	Sell	-675	Closed	-$242K	–	67
2022 Q1	$242K	Buy	+675	New	+$210K	0.1%	66

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

Curran Financial Partners's TSLA Position: Q1 2026 in Review

Curran Financial Partners increased its Tesla (TSLA) stake by 4.1% in Q1 2026, buying an estimated $31.7K and bringing the position to 1,958 shares worth $728K. The position accounts for 0.13% of the portfolio, ranked #75.

Curran Financial Partners first reported a position in TSLA in Q1 2022 and has held it in 10 quarters since. The position peaked at $846K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Curran Financial Partners held 1,958 shares of Tesla worth $728K as of Q1 2026.
Curran Financial Partners bought 77 Tesla shares in Q1 2026, an estimated $31.7K.
Tesla made up 0.13% of Curran Financial Partners's portfolio in Q1 2026, its #75 holding.
Curran Financial Partners first reported a position in Tesla in Q1 2022 and has held it in 10 quarters since.
Curran Financial Partners's Tesla position peaked at $846K in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.