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Apexium Financial’s Tesla TSLA Stock Holding History

Apexium Financial’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
2025
Q3 		$1.04M Sell
2,334
-607
-21% -$211K 0.05% 129
2025
Q2 		$934K Sell
2,941
-109
-4% -$32.8K 0.05% 133
2025
Q1 		$790K Buy
3,050
+263
+9% +$87.6K 0.05% 139
2024
Q4 		$1.13M Buy
2,787
+198
+8% +$63.7K 0.07% 102
2024
Q3 		$677K Sell
2,589
-124
-5% -$28.3K 0.04% 117
2024
Q2 		$537K Sell
2,713
-69
-2% -$12.1K 0.04% 134
2024
Q1 		$489K Sell
2,782
-22,172
-89% -$4.33M 0.04% 144
2023
Q4 		$6.2M Buy
24,954
+21,972
+737% +$5.22M 0.45% 32
2023
Q3 		$746K Sell
2,982
-1
-0% -$257 0.07% 100
2023
Q2 		$781K Buy
2,983
+151
+5% +$30.2K 0.07% 101
2023
Q1 		$588K Sell
2,832
-312
-10% -$54.4K 0.06% 122
2022
Q4 		$387K Buy
3,144
+76
+2% +$14.4K 0.04% 143
2022
Q3 		$814K Buy
3,068
+1,661
+118% +$464K 0.1% 85
2022
Q2 		$316K Buy
1,407
+417
+42% +$114K 0.18% 74
2022
Q1 		$349K Hold
990
– – 0.18% 67
2021
Q4 		$349K Buy
990
+60
+6% +$20.1K 0.18% 69
2021
Q3 		$240K Buy
+930
New +$219K 0.14% 80

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Apexium Financial's TSLA Position: Q3 2025 in Review

Apexium Financial reduced its Tesla (TSLA) stake by 21% in Q3 2025, selling an estimated $211K and leaving 2,334 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #129.

Apexium Financial first reported a position in TSLA in Q3 2021 and has held it in 17 quarters since. The position peaked at $6.2M in Q4 2023. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Apexium Financial held 2,334 shares of Tesla worth $1.04M as of Q3 2025.
  • Apexium Financial sold 607 Tesla shares in Q3 2025, an estimated $211K.
  • Tesla made up 0.05% of Apexium Financial's portfolio in Q3 2025, its #129 holding.
  • Apexium Financial first reported a position in Tesla in Q3 2021 and has held it in 17 quarters since.
  • Apexium Financial's Tesla position peaked at $6.2M in Q4 2023.
  • 3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.