Horizon Family Wealth’s Tesla TSLA Stock Holding History

Horizon 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	-500	Closed	-$225K	–	91
2025 Q4	$225K	Buy	500 +13	+3%	+$5.76K	0.12%	81
2025 Q3	$217K	Buy	+487	New	+$169K	0.12%	78
2025 Q1	–	Sell	-507	Closed	-$205K	–	83
2024 Q4	$205K	Sell	507 -903	-64%	-$291K	0.14%	80
2024 Q3	$369K	Buy	1,410 +40	+3%	+$9.12K	0.26%	52
2024 Q2	$271K	Buy	1,370 +98	+8%	+$17.1K	0.21%	63
2024 Q1	$224K	Sell	1,272 -152	-11%	-$29.7K	0.17%	71
2023 Q4	$354K	Buy	+1,424	New	+$338K	0.3%	42
2022 Q2	–	Sell	-705	Closed	-$253K	–	59
2022 Q1	$253K	Buy	+705	New	+$220K	0.25%	51

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

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

Horizon Family Wealth sold out of Tesla (TSLA) in Q1 2026, closing a stake of 500 shares — an estimated $225K sold.

Horizon Family Wealth first reported a position in TSLA in Q1 2022 and held it in 8 quarters. The position peaked at $369K in Q3 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Horizon Family Wealth reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
Horizon Family Wealth sold 500 Tesla shares in Q1 2026, an estimated $225K.
Horizon Family Wealth first reported a position in Tesla in Q1 2022 and held it in 8 quarters.
Horizon Family Wealth's Tesla position peaked at $369K in Q3 2024.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.