Tru Independence Asset Management 2’s Tesla TSLA Stock Holding History

Tru Independence Asset Management 2’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	$364K	Buy	978 +531	+119%	+$219K	0.22%	65
2025 Q4	$201K	Buy	+447	New	+$198K	0.13%	83
2025 Q3	–	Sell	-670	Closed	-$213K	–	95
2025 Q2	$213K	Buy	+670	New	+$202K	0.15%	88
2023 Q1	$248K	Buy	+1,194	New	+$208K	0.25%	62
2022 Q3	$555K	Buy	2,092 +1,042	+99%	+$291K	0.59%	27
2022 Q2	$236K	Sell	1,050 -1,302	-55%	-$355K	0.19%	56
2022 Q1	$845K	Sell	2,352 -1,740	-43%	-$542K	0.49%	34
2021 Q4	$1.44M	Sell	4,092 -780	-16%	-$262K	0.76%	29
2021 Q3	$1.26M	Buy	+4,872	New	+$1.15M	0.89%	23
2021 Q1	–	Sell	-675	Closed	-$159K	–	386
2020 Q4	$159K	Buy	+675	New	+$115K	0.13%	103

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

Tru Independence Asset Management 2's TSLA Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its Tesla (TSLA) stake by 119% in Q1 2026, buying an estimated $219K and bringing the position to 978 shares worth $364K. The position accounts for 0.22% of the portfolio, ranked #65.

Tru Independence Asset Management 2 first reported a position in TSLA in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2021. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Tru Independence Asset Management 2 held 978 shares of Tesla worth $364K as of Q1 2026.
Tru Independence Asset Management 2 bought 531 Tesla shares in Q1 2026, an estimated $219K.
Tesla made up 0.22% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #65 holding.
Tru Independence Asset Management 2 first reported a position in Tesla in Q4 2020 and has held it in 10 quarters since.
Tru Independence Asset Management 2's Tesla position peaked at $1.44M in Q4 2021.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.