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Bordeaux Wealth Advisors’s Tesla TSLA Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$2.76M Sell
8,680
-28,261
-77% -$8.51M 0.35% 34
2025
Q1 		$9.57M Buy
36,941
+7,516
+26% +$2.5M 1.77% 13
2024
Q4 		$11.9M Sell
29,425
-445
-1% -$143K 1.91% 13
2024
Q3 		$7.81M Buy
29,870
+1,967
+7% +$449K 1.41% 19
2024
Q2 		$5.52M Sell
27,903
-24
-0.1% -$4.19K 1.05% 19
2024
Q1 		$4.91M Sell
27,927
-379
-1% -$74K 1.62% 12
2023
Q4 		$7.03M Sell
28,306
-51
-0.2% -$12.1K 2.38% 12
2023
Q3 		$7.1M Buy
28,357
+51
+0.2% +$13.1K 2.87% 9
2023
Q2 		$7.41M Buy
28,306
+20,037
+242% +$4.01M 3.04% 9
2023
Q1 		$1.72M Sell
8,269
-283
-3% -$49.4K 0.88% 16
2022
Q4 		$1.05M Buy
8,552
+533
+7% +$101K 0.58% 23
2022
Q3 		$2.13M Sell
8,019
-16,092
-67% -$4.49M 1.34% 16
2022
Q2 		$5.41M Sell
24,111
-1,725
-7% -$471K 3.73% 8
2022
Q1 		$9.28M Sell
25,836
-1,314
-5% -$409K 5% 6
2021
Q4 		$9.56M Sell
27,150
-1,596
-6% -$535K 4.39% 6
2021
Q3 		$7.43M Hold
28,746
– – 4.21% 7
2021
Q2 		$6.51M Buy
28,746
+27,774
+2,857% +$6.03M 3.74% 9
2021
Q1 		$216K Buy
+972
New +$244K 0.15% 61

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

Bordeaux Wealth Advisors's TSLA Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Tesla (TSLA) stake by 77% in Q2 2025, selling an estimated $8.51M and leaving 8,680 shares worth $2.76M. The position accounts for 0.35% of the portfolio, ranked #34.

Bordeaux Wealth Advisors first reported a position in TSLA in Q1 2021 and has held it in 18 quarters since. The position peaked at $11.9M in Q4 2024. 3,726 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Bordeaux Wealth Advisors held 8,680 shares of Tesla worth $2.76M as of Q2 2025.
  • Bordeaux Wealth Advisors sold 28,261 Tesla shares in Q2 2025, an estimated $8.51M.
  • Tesla made up 0.35% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #34 holding.
  • Bordeaux Wealth Advisors first reported a position in Tesla in Q1 2021 and has held it in 18 quarters since.
  • Bordeaux Wealth Advisors's Tesla position peaked at $11.9M in Q4 2024.
  • 3,726 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.