Archvest Wealth Advisors’s Tesla TSLA Stock Holding History

Archvest Wealth 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
2025 Q4	–	Sell	-466	Closed	-$207K	–	70
2025 Q3	$207K	Buy	+466	New	+$162K	0.18%	62
2025 Q1	–	Sell	-522	Closed	-$211K	–	64
2024 Q4	$211K	Buy	+522	New	+$168K	0.15%	58
2024 Q1	–	Sell	-911	Closed	-$226K	–	61
2023 Q4	$226K	Buy	+911	New	+$217K	0.17%	51
2023 Q3	–	Sell	-1,003	Closed	-$263K	–	52
2023 Q2	$263K	Buy	1,003 +12	+1%	+$2.4K	0.22%	41
2023 Q1	$206K	Buy	+991	New	+$173K	0.18%	44
2022 Q4	–	Sell	-860	Closed	-$228K	–	43
2022 Q3	$228K	Buy	+860	New	+$240K	0.23%	39
2022 Q2	–	Sell	-843	Closed	-$303K	–	40
2022 Q1	$303K	Buy	843 +15	+2%	+$4.67K	0.27%	34
2021 Q4	$292K	Buy	+828	New	+$278K	0.25%	39

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Archvest Wealth Advisors's TSLA Position: Q4 2025 in Review

Archvest Wealth Advisors sold out of Tesla (TSLA) in Q4 2025, closing a stake of 466 shares — an estimated $207K sold.

Archvest Wealth Advisors first reported a position in TSLA in Q4 2021 and held it in 8 quarters. The position peaked at $303K in Q1 2022. 4,335 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Archvest Wealth Advisors reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
Archvest Wealth Advisors sold 466 Tesla shares in Q4 2025, an estimated $207K.
Archvest Wealth Advisors first reported a position in Tesla in Q4 2021 and held it in 8 quarters.
Archvest Wealth Advisors's Tesla position peaked at $303K in Q1 2022.
4,335 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Archvest Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.