TA
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TruWealth Advisors’s Tesla TSLA Stock Holding History

TruWealth 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 		$495K Sell
1,332
-12
-0.9% -$4.94K 0.02% 122
2025
Q4 		$604K Sell
1,344
-14
-1% -$6.21K 0.03% 112
2025
Q3 		$604K Buy
1,358
+54
+4% +$18.7K 0.03% 111
2025
Q2 		$414K Buy
1,304
+87
+7% +$26.2K 0.02% 123
2025
Q1 		$315K Buy
1,217
+12
+1% +$4K 0.02% 125
2024
Q4 		$487K Sell
1,205
-28
-2% -$9.01K 0.03% 106
2024
Q3 		$323K Buy
1,233
+6
+0.5% +$1.37K 0.02% 122
2024
Q2 		$243K Sell
1,227
-23
-2% -$4.02K 0.02% 147
2024
Q1 		$220K Buy
1,250
+4
+0.3% +$781 0.02% 155
2023
Q4 		$310K Buy
1,246
+84
+7% +$20K 0.02% 114
2023
Q3 		$291K Sell
1,162
-20
-2% -$5.14K 0.03% 116
2023
Q2 		$309K Sell
1,182
-8
-0.7% -$1.6K 0.03% 106
2023
Q1 		$247K Buy
+1,190
New +$208K 0.02% 134
2022
Q4 		– Sell
-1,056
Closed -$280K – 146
2022
Q3 		$280K Buy
1,056
+108
+11% +$30.2K 0.03% 112
2022
Q2 		$213K Buy
948
+306
+48% +$83.5K 0.02% 128
2022
Q1 		$231K Sell
642
-153
-19% -$47.7K 0.02% 112
2021
Q4 		$280K Buy
+795
New +$267K 0.03% 97

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TruWealth Advisors's TSLA Position: Q1 2026 in Review

TruWealth Advisors reduced its Tesla (TSLA) stake by 0.89% in Q1 2026, selling an estimated $4.94K and leaving 1,332 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #122.

TruWealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 17 quarters since. The position peaked at $604K in Q4 2025. 4,201 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • TruWealth Advisors held 1,332 shares of Tesla worth $495K as of Q1 2026.
  • TruWealth Advisors sold 12 Tesla shares in Q1 2026, an estimated $4.94K.
  • Tesla made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #122 holding.
  • TruWealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 17 quarters since.
  • TruWealth Advisors's Tesla position peaked at $604K in Q4 2025.
  • 4,201 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.