Valley Wealth Managers’s Tesla TSLA Stock Holding History

Valley Wealth Managers’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	$6.32K	Sell	17 -729	-98%	-$300K	﹤0.01%	284
2025 Q4	$335K	Buy	+746	New	+$331K	0.02%	168
2024 Q3	–	Sell	-130	Closed	-$25.7K	–	443
2024 Q2	$25.7K	Buy	+130	New	+$22.7K	﹤0.01%	247
2022 Q4	–	Sell	-360	Closed	-$68.2K	–	453
2022 Q3	$95K	Buy	360 +6	+2%	+$1.68K	0.01%	208
2022 Q2	$79K	Buy	+354	New	+$96.6K	0.01%	228

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

Valley Wealth Managers's TSLA Position: Q1 2026 in Review

Valley Wealth Managers reduced its Tesla (TSLA) stake by 98% in Q1 2026, selling an estimated $300K and leaving 17 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Valley Wealth Managers first reported a position in TSLA in Q2 2022 and has held it in 5 quarters since. The position peaked at $335K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Valley Wealth Managers held 17 shares of Tesla worth $6.32K as of Q1 2026.
Valley Wealth Managers sold 729 Tesla shares in Q1 2026, an estimated $300K.
Tesla made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #284 holding.
Valley Wealth Managers first reported a position in Tesla in Q2 2022 and has held it in 5 quarters since.
Valley Wealth Managers's Tesla position peaked at $335K in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.