Balboa Wealth Partners’s Tesla TSLA Stock Holding History

Balboa Wealth Partners’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	$44.9M	Sell	120,692 -408	-0.3%	-$168K	7.53%	2
2025 Q4	$54.5M	Sell	121,100 -1,927	-2%	-$854K	9.01%	1
2025 Q3	$54.7M	Sell	123,027 -1,514	-1%	-$525K	9.43%	1
2025 Q2	$39.6M	Sell	124,541 -1,428	-1%	-$430K	7.93%	2
2025 Q1	$32.6M	Sell	125,969 -392	-0.3%	-$131K	7.88%	1
2024 Q4	$51M	Sell	126,361 -14,542	-10%	-$4.68M	11.64%	1
2024 Q3	$36.9M	Sell	140,903 -1,036	-0.7%	-$236K	9.18%	2
2024 Q2	$28.1M	Buy	+141,939	New	+$24.8M	7.42%	2
2024 Q1	–	Sell	-138,588	Closed	-$27.1M	–	316
2023 Q4	$34.4M	Sell	138,588 -1,622	-1%	-$385K	11.44%	1
2023 Q3	$35.1M	Sell	140,210 -4,808	-3%	-$1.24M	13.16%	1
2023 Q2	$38M	Sell	145,018 -2,234	-2%	-$447K	13.24%	1
2023 Q1	$30.5M	Buy	147,252 +1,054	+0.7%	+$184K	11.54%	1
2022 Q4	$18M	Buy	146,198 +1,175	+0.8%	+$222K	8.12%	1
2022 Q3	$38.5M	Buy	+145,023	New	+$40.5M	16.92%	1

Other funds holding TSLA

BlackRock New York $5.72T 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 $1.56T 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