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OneAscent Wealth Management’s Tesla TSLA Stock Holding History

OneAscent 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 		$436K Sell
1,174
-21
-2% -$8.65K 0.14% 78
2025
Q4 		$537K Buy
1,195
+151
+14% +$66.9K 0.18% 64
2025
Q3 		$464K Sell
1,044
-568
-35% -$197K 0.16% 73
2025
Q2 		$512K Buy
1,612
+267
+20% +$80.4K 0.19% 61
2025
Q1 		$349K Sell
1,345
-515
-28% -$172K 0.15% 82
2024
Q4 		$751K Sell
1,860
-1,815
-49% -$584K 0.31% 38
2024
Q3 		$961K Sell
3,675
-632
-15% -$144K 0.36% 28
2024
Q2 		$852K Sell
4,307
-369
-8% -$64.5K 0.44% 14
2024
Q1 		$822K Buy
4,676
+265
+6% +$51.8K 0.32% 33
2023
Q4 		$1.1M Buy
4,411
+924
+26% +$220K 0.44% 24
2023
Q3 		$873K Buy
3,487
+1,841
+112% +$473K 0.38% 34
2023
Q2 		$431K Sell
1,646
-677
-29% -$135K 0.2% 42
2023
Q1 		$482K Sell
2,323
-435
-16% -$75.9K 0.19% 62
2022
Q4 		$340K Buy
2,758
+460
+20% +$87.1K 0.16% 91
2022
Q3 		$610K Sell
2,298
-9
-0.4% -$2.51K 0.32% 28
2022
Q2 		$518K Sell
2,307
-114
-5% -$31.1K 0.26% 47
2022
Q1 		$870K Buy
+2,421
New +$754K 0.43% 28
2021
Q1 		$288K Buy
1,293
+39
+3% +$9.79K 0.12% 170
2020
Q4 		$295K Buy
+1,254
New +$214K 0.13% 156

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

OneAscent Wealth Management's TSLA Position: Q1 2026 in Review

OneAscent Wealth Management reduced its Tesla (TSLA) stake by 1.8% in Q1 2026, selling an estimated $8.65K and leaving 1,174 shares worth $436K. The position accounts for 0.14% of the portfolio, ranked #78.

OneAscent Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2023. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • OneAscent Wealth Management held 1,174 shares of Tesla worth $436K as of Q1 2026.
  • OneAscent Wealth Management sold 21 Tesla shares in Q1 2026, an estimated $8.65K.
  • Tesla made up 0.14% of OneAscent Wealth Management's portfolio in Q1 2026, its #78 holding.
  • OneAscent Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 19 quarters since.
  • OneAscent Wealth Management's Tesla position peaked at $1.1M in Q4 2023.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.