Financial Management Inc’s Tesla TSLA Stock Holding History

Financial Management Inc’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	-448	Closed	-$201K	–	41
2025 Q4	$201K	Buy	+448	New	+$199K	0.19%	40

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

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

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

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

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

Financial Management Inc's TSLA Position: Q1 2026 in Review

Financial Management Inc sold out of Tesla (TSLA) in Q1 2026, closing a stake of 448 shares — an estimated $201K sold.

Financial Management Inc first reported a position in TSLA in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 4,195 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Financial Management Inc reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
Financial Management Inc sold 448 Tesla shares in Q1 2026, an estimated $201K.
Financial Management Inc first reported a position in Tesla in Q4 2025 and held it in 1 quarter.
Financial Management Inc's Tesla position peaked at $201K in Q4 2025.
4,195 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Financial Management Inc's 13F filing for Q1 2026, filed 2 Jul 2026.