TLA
TSLA icon

Tanglewood Legacy Advisors’s Tesla TSLA Stock Holding History

Tanglewood Legacy 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 		$569K Buy
1,530
+630
+70% +$260K 0.21% 65
2025
Q4 		$405K Sell
900
-145
-14% -$64.3K 0.15% 77
2025
Q3 		$465K Sell
1,045
-100
-9% -$34.7K 0.18% 72
2025
Q2 		$364K Hold
1,145
– – 0.15% 74
2025
Q1 		$297K Sell
1,145
-200
-15% -$66.7K 0.13% 79
2024
Q4 		$543K Hold
1,345
– – 0.23% 57
2024
Q3 		$352K Hold
1,345
– – 0.16% 67
2024
Q2 		$266K Hold
1,345
– – 0.13% 73
2024
Q1 		$236K Buy
1,345
+75
+6% +$14.7K 0.12% 77
2023
Q4 		$316K Hold
1,270
– – 0.17% 66
2023
Q3 		$318K Hold
1,270
– – 0.19% 63
2023
Q2 		$332K Sell
1,270
-400
-24% -$80K 0.19% 61
2023
Q1 		$346K Buy
1,670
+448
+37% +$78.2K 0.22% 53
2022
Q4 		$151K Buy
+1,222
New +$231K 0.11% 71

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

Tanglewood Legacy Advisors's TSLA Position: Q1 2026 in Review

Tanglewood Legacy Advisors increased its Tesla (TSLA) stake by 70% in Q1 2026, buying an estimated $260K and bringing the position to 1,530 shares worth $569K. The position accounts for 0.21% of the portfolio, ranked #65.

Tanglewood Legacy Advisors first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Tanglewood Legacy Advisors held 1,530 shares of Tesla worth $569K as of Q1 2026.
  • Tanglewood Legacy Advisors bought 630 Tesla shares in Q1 2026, an estimated $260K.
  • Tesla made up 0.21% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #65 holding.
  • Tanglewood Legacy Advisors first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.