Astoria Portfolio Advisors’s Tesla TSLA Stock Holding History

Astoria Portfolio 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	$964K	Buy	2,545 +41	+2%	+$16.9K	0.21%	76
2025 Q4	$1M	Buy	2,504 +34	+1%	+$15.1K	0.23%	70
2025 Q3	$1.08M	Sell	2,470 -7	-0.3%	-$2.43K	0.28%	58
2025 Q2	$756K	Sell	2,477 -140	-5%	-$42.2K	0.21%	92
2025 Q1	$656K	Buy	2,617 +762	+41%	+$254K	0.22%	92
2024 Q4	$735K	Buy	1,855 +155	+9%	+$49.9K	0.26%	77
2024 Q3	$370K	Sell	1,700 -61	-3%	-$13.9K	0.13%	126
2024 Q2	$348K	Buy	1,761 +148	+9%	+$25.9K	0.12%	116
2024 Q1	$260K	Buy	1,613 +67	+4%	+$13.1K	0.1%	144
2023 Q4	$286K	Buy	1,546 +141	+10%	+$33.5K	0.12%	129
2023 Q3	$289K	Buy	1,405 +18	+1%	+$4.62K	0.14%	124
2023 Q2	$385K	Buy	1,387 +38	+3%	+$7.6K	0.15%	119
2023 Q1	$260K	Sell	1,349 -386	-22%	-$67.3K	0.11%	152
2022 Q4	$231K	Buy	+1,735	New	+$329K	0.11%	178
2022 Q3	–	Sell	-924	Closed	-$208K	–	178
2022 Q2	$208K	Buy	924 +66	+8%	+$18K	0.15%	146
2022 Q1	$308K	Buy	858 +138	+19%	+$43K	0.24%	85
2021 Q4	$254K	Buy	+720	New	+$241K	0.2%	118

Other funds holding TSLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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