Exencial Wealth Advisors’s Tesla TSLA Stock Holding History

Exencial 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	–	Hold	0	–	-$944K	–	600
2025 Q4	–	Hold	0	–	–	–	305
2025 Q1	–	Sell	-1,400	Closed	-$565K	–	519
2024 Q4	$565K	Buy	+1,400	New	+$450K	0.02%	347
2024 Q3	–	Hold	0	–	–	–	411
2024 Q1	–	Hold	0	–	-$2.93M	–	511
2023 Q4	–	Hold	0	–	–	–	163
2023 Q3	–	Hold	0	–	–	–	156
2023 Q2	–	Hold	0	–	-$2.53M	–	452
2023 Q1	–	Hold	0	–	–	–	156
2022 Q4	–	Hold	0	–	–	–	138
2022 Q3	–	Hold	0	–	–	–	87
2022 Q2	–	Hold	0	–	–	–	97
2020 Q4	–	Sell	-45,600	Closed	-$6.52M	–	400
2020 Q3	$6.52M	Buy	+45,600	New	+$5.38M	0.35%	86

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

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

Exencial Wealth Advisors increased its Tesla (TSLA) stake by 0.36% in Q1 2026, buying an estimated $30.5K and bringing the position to 20,681 shares worth $7.69M. The position accounts for 0.24% of the portfolio, ranked #108.

Exencial Wealth Advisors first reported a position in TSLA in Q4 2013 and has held it in 30 quarters since. The position peaked at $51.4M in Q3 2022. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Exencial Wealth Advisors held 20,681 shares of Tesla worth $7.69M as of Q1 2026.
Exencial Wealth Advisors bought 74 Tesla shares in Q1 2026, an estimated $30.5K.
Tesla made up 0.24% of Exencial Wealth Advisors's portfolio in Q1 2026, its #108 holding.
Exencial Wealth Advisors first reported a position in Tesla in Q4 2013 and has held it in 30 quarters since.
Exencial Wealth Advisors's Tesla position peaked at $51.4M in Q3 2022.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.