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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
Q1 		– Sell
-600
Closed -$242K – 2077
2024
Q4 		$242K Sell
600
-300
-33% -$96.5K ﹤0.01% 1685
2024
Q3 		$235K Buy
+900
New +$205K ﹤0.01% 1673

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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. 3,725 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.
  • 3,725 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.