OLIO Financial Planning’s Tesla TSLA Stock Holding History

OLIO Financial Planning’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	-466	Closed	-$210K	–	73
2025 Q4	$210K	Sell	466 -100	-18%	-$44.3K	0.06%	68
2025 Q3	$252K	Sell	566 -104	-16%	-$36.1K	0.07%	59
2025 Q2	$213K	Buy	+670	New	+$202K	0.07%	62
2025 Q1	–	Sell	-642	Closed	-$259K	–	61
2024 Q4	$259K	Sell	642 -234	-27%	-$75.3K	0.09%	54
2024 Q3	$222K	Hold	876	–	–	0.09%	48
2024 Q2	$222K	Hold	876	–	–	0.09%	48
2024 Q1	$222K	Hold	876	–	–	0.09%	48
2023 Q4	$222K	Sell	876 -129	-13%	-$30.7K	0.09%	49
2023 Q3	$251K	Sell	1,005 -54	-5%	-$13.9K	0.12%	46
2023 Q2	$277K	Buy	+1,059	New	+$212K	0.13%	40
2022 Q4	–	Sell	-759	Closed	-$201K	–	43
2022 Q3	$201K	Buy	+759	New	+$212K	0.12%	42
2022 Q2	–	Sell	-753	Closed	-$270K	–	46
2022 Q1	$270K	Hold	753	–	–	0.15%	42
2021 Q4	$265K	Buy	+753	New	+$253K	0.16%	36

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

OLIO Financial Planning's TSLA Position: Q1 2026 in Review

OLIO Financial Planning sold out of Tesla (TSLA) in Q1 2026, closing a stake of 466 shares — an estimated $210K sold.

OLIO Financial Planning first reported a position in TSLA in Q4 2021 and held it in 13 quarters. The position peaked at $277K in Q2 2023. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

OLIO Financial Planning reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
OLIO Financial Planning sold 466 Tesla shares in Q1 2026, an estimated $210K.
OLIO Financial Planning first reported a position in Tesla in Q4 2021 and held it in 13 quarters.
OLIO Financial Planning's Tesla position peaked at $277K in Q2 2023.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on OLIO Financial Planning's 13F filing for Q1 2026, filed 14 Apr 2026.