Talisman Wealth Advisors’s Tesla TSLA Stock Holding History

Talisman Wealth Advisors’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	-471	Closed	-$212K	–	119
2025 Q4	$212K	Buy	+471	New	+$209K	0.17%	107

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

Talisman Wealth Advisors's TSLA Position: Q1 2026 in Review

Talisman Wealth Advisors sold out of Tesla (TSLA) in Q1 2026, closing a stake of 471 shares — an estimated $212K sold.

Talisman Wealth Advisors first reported a position in TSLA in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Talisman Wealth Advisors reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 471 Tesla shares in Q1 2026, an estimated $212K.
Talisman Wealth Advisors first reported a position in Tesla in Q4 2025 and held it in 1 quarter.
Talisman Wealth Advisors's Tesla position peaked at $212K in Q4 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.