Atria Wealth Solutions’s Tesla TSLA Stock Holding History

Atria Wealth Solutions’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 Q2	$22.1M	Sell	69,656 -87,977	-56%	-$26.5M	0.5%	34
2025 Q1	$40.9M	Sell	157,633 -17,715	-10%	-$5.9M	0.49%	33
2024 Q4	$70.8M	Buy	175,348 +2,124	+1%	+$683K	0.77%	16
2024 Q3	$45.3M	Sell	173,224 -15,846	-8%	-$3.61M	0.49%	33
2024 Q2	$37.4M	Sell	189,070 -11,835	-6%	-$2.07M	0.41%	40
2024 Q1	$35.3M	Sell	200,905 -16,139	-7%	-$3.15M	0.4%	39
2023 Q4	$53.9M	Sell	217,044 -3,434	-2%	-$816K	0.67%	17
2023 Q3	$55.2M	Buy	220,478 +8,665	+4%	+$2.23M	0.77%	16
2023 Q2	$55.4M	Buy	211,813 +6,393	+3%	+$1.28M	0.76%	16
2023 Q1	$42.6M	Buy	205,420 +30,156	+17%	+$5.26M	0.63%	19
2022 Q4	$21.6M	Buy	175,264 +35	+0%	+$6.63K	0.35%	68
2022 Q3	$46.5M	Sell	175,229 -1,555	-0.9%	-$434K	0.8%	18
2022 Q2	$39.7M	Buy	176,784 +24,234	+16%	+$6.61M	0.74%	19
2022 Q1	$54.8M	Buy	+152,550	New	+$47.5M	0.91%	14

Other funds holding TSLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's TSLA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Tesla (TSLA) stake by 56% in Q2 2025, selling an estimated $26.5M and leaving 69,656 shares worth $22.1M. The position accounts for 0.5% of the portfolio, ranked #34.

Atria Wealth Solutions first reported a position in TSLA in Q1 2022 and has held it in 14 quarters since. The position peaked at $70.8M in Q4 2024. 3,731 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Atria Wealth Solutions held 69,656 shares of Tesla worth $22.1M as of Q2 2025.
Atria Wealth Solutions sold 87,977 Tesla shares in Q2 2025, an estimated $26.5M.
Tesla made up 0.5% of Atria Wealth Solutions's portfolio in Q2 2025, its #34 holding.
Atria Wealth Solutions first reported a position in Tesla in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Tesla position peaked at $70.8M in Q4 2024.
3,731 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.