Aureus Asset Management’s Tesla TSLA Stock Holding History

Aureus Asset Management’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	-750	Closed	-$303K	–	217
2024 Q4	$303K	Sell	750 -900	-55%	-$290K	0.02%	160
2024 Q3	$432K	Sell	1,650 -875	-35%	-$200K	0.03%	136
2024 Q2	$500K	Hold	2,525	–	–	0.03%	121
2024 Q1	$444K	Buy	2,525 +165	+7%	+$32.2K	0.03%	131
2023 Q4	$586K	Buy	2,360 +150	+7%	+$35.6K	0.04%	108
2023 Q3	$553K	Hold	2,210	–	–	0.04%	113
2023 Q2	$579K	Hold	2,210	–	–	0.04%	110
2023 Q1	$458K	Hold	2,210	–	–	0.04%	122
2022 Q4	$272K	Sell	2,210 -5	-0.2%	-$947	0.02%	154
2022 Q3	$588K	Buy	2,215 +100	+5%	+$27.9K	0.05%	111
2022 Q2	$475K	Buy	2,115 +150	+8%	+$40.9K	0.04%	128
2022 Q1	$706K	Buy	1,965 +705	+56%	+$220K	0.05%	125
2021 Q4	$444K	Hold	1,260	–	–	0.03%	144
2021 Q3	$326K	Hold	1,260	–	–	0.02%	158
2021 Q2	$285K	Buy	1,260 +150	+14%	+$32.6K	0.02%	182
2021 Q1	$247K	Buy	+1,110	New	+$279K	0.02%	156

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aureus Asset Management's TSLA Position: Q1 2025 in Review

Aureus Asset Management sold out of Tesla (TSLA) in Q1 2025, closing a stake of 750 shares — an estimated $303K sold.

Aureus Asset Management first reported a position in TSLA in Q1 2021 and held it in 16 quarters. The position peaked at $706K in Q1 2022. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Aureus Asset Management reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Aureus Asset Management sold 750 Tesla shares in Q1 2025, an estimated $303K.
Aureus Asset Management first reported a position in Tesla in Q1 2021 and held it in 16 quarters.
Aureus Asset Management's Tesla position peaked at $706K in Q1 2022.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Aureus Asset Management's 13F filing for Q1 2025, filed 15 May 2025.