SEC 13F Intelligence

Aviso Wealth Management / TSLA

Aviso Wealth Management’s Tesla Inc Position

Does Aviso Wealth Management own Tesla Inc (TSLA)? Yes — 10.7K shares worth $4M (+1.79% of its 13F portfolio) as of Q1 2026, up from 10.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.7K
% of Portfolio
+1.79%
Quarters Held
10
currently held

Position History TSLA

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $5MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.7K$4M+1.79%
Q4 202510.4K$5M+1.97%
Q3 202510.9K$5M+2.12%
Q2 202511.3K$4M+1.67%
Q1 202511.4K$3M+1.58%
Q4 202412.0K$5M+2.46%
Q3 202412.1K$3M+1.72%
Q2 202412.1K$2M+1.42%
Q1 202412.0K$2M+1.33%
Q4 202311.1K$3M+2.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aviso Wealth Management’s full portfolio or all institutional holders of TSLA.