FWM
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Fonville Wealth Management’s Tesla TSLA Stock Holding History

Fonville Wealth Management’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 		$524K Buy
1,409
+165
+13% +$68K 0.1% 86
2025
Q4 		$559K Sell
1,244
-182
-13% -$80.7K 0.11% 86
2025
Q3 		$634K Hold
1,426
– – 0.14% 80
2025
Q2 		$453K Buy
1,426
+186
+15% +$56K 0.11% 86
2025
Q1 		$331K Sell
1,240
-89
-7% -$29.7K 0.1% 93
2024
Q4 		$537K Buy
1,329
+106
+9% +$34.1K 0.18% 68
2024
Q3 		$320K Sell
1,223
-428
-26% -$97.6K 0.11% 88
2024
Q2 		$327K Buy
1,651
+353
+27% +$61.7K 0.13% 78
2024
Q1 		$228K Sell
1,298
-140
-10% -$27.4K 0.1% 90
2023
Q4 		$357K Buy
+1,438
New +$342K 0.19% 68

Other funds holding TSLA

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return