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Spurstone Advisory Services’s Tesla TSLA Stock Holding History

Spurstone Advisory Services’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
-40
Closed -$18K – 98
2025
Q4 		$18K Hold
40
– – 0.28% 28
2025
Q3 		$17.8K Hold
40
– – 0.26% 41
2025
Q2 		$12.7K Sell
40
-50
-56% -$15.1K 0.19% 62
2025
Q1 		$23.3K Buy
+90
New +$30K 0.45% 29

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

Spurstone Advisory Services's TSLA Position: Q1 2026 in Review

Spurstone Advisory Services sold out of Tesla (TSLA) in Q1 2026, closing a stake of 40 shares — an estimated $18K sold.

Spurstone Advisory Services first reported a position in TSLA in Q1 2025 and held it in 4 quarters. The position peaked at $23.3K in Q1 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Spurstone Advisory Services reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
  • Spurstone Advisory Services sold 40 Tesla shares in Q1 2026, an estimated $18K.
  • Spurstone Advisory Services first reported a position in Tesla in Q1 2025 and held it in 4 quarters.
  • Spurstone Advisory Services's Tesla position peaked at $23.3K in Q1 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.