Fusion Family Wealth’s Tesla TSLA Stock Holding History

Fusion Family 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 Q1	–	Sell	-453	Closed	-$204K	–	49
2025 Q4	$204K	Hold	453	–	–	0.02%	46
2025 Q3	$201K	Buy	+453	New	+$157K	0.02%	47
2022 Q1	–	Sell	-567	Closed	-$200K	–	39
2021 Q4	$200K	Buy	+567	New	+$190K	0.03%	35
2020 Q1	–	Sell	-300	Closed	-$8K	–	134
2019 Q4	$8K	Sell	300 -150	-33%	-$3.25K	﹤0.01%	103
2019 Q3	$7K	Sell	450 -165	-27%	-$2.58K	﹤0.01%	111
2019 Q2	$9K	Buy	615 +165	+37%	+$2.57K	﹤0.01%	123
2019 Q1	$8K	Sell	450 -165	-27%	-$3.31K	﹤0.01%	117
2018 Q4	$14K	Hold	615	–	–	﹤0.01%	171
2018 Q3	$11K	Buy	615 +165	+37%	+$3.44K	﹤0.01%	192
2018 Q2	$10K	Hold	450	–	–	﹤0.01%	212
2018 Q1	$8K	Hold	450	–	–	﹤0.01%	203
2017 Q4	$9K	Buy	+450	New	+$9.79K	﹤0.01%	212
2017 Q3	–	Sell	-270	Closed	-$7K	–	292
2017 Q2	$7K	Hold	270	–	–	﹤0.01%	215
2017 Q1	$5K	Buy	+270	New	+$4.57K	﹤0.01%	233

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

Fusion Family Wealth's TSLA Position: Q1 2026 in Review

Fusion Family Wealth sold out of Tesla (TSLA) in Q1 2026, closing a stake of 453 shares — an estimated $204K sold.

Fusion Family Wealth first reported a position in TSLA in Q1 2017 and held it in 14 quarters. The position peaked at $204K in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Fusion Family Wealth reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
Fusion Family Wealth sold 453 Tesla shares in Q1 2026, an estimated $204K.
Fusion Family Wealth first reported a position in Tesla in Q1 2017 and held it in 14 quarters.
Fusion Family Wealth's Tesla position peaked at $204K in Q4 2025.
4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.