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Centricity Wealth Management’s Tesla TSLA Stock Holding History

Centricity Wealth 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
Q2 		$144K Hold
454
– – 0.12% 94
2025
Q1 		$118K Buy
454
+35
+8% +$11.7K 0.11% 104
2024
Q4 		$169K Buy
+419
New +$135K 0.16% 84

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Centricity Wealth Management's TSLA Position: Q2 2025 in Review

Centricity Wealth Management held its Tesla (TSLA) position steady in Q2 2025 at 454 shares worth $144K. The position accounts for 0.12% of the portfolio, ranked #94.

Centricity Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 3 quarters since. The position peaked at $169K in Q4 2024. 3,731 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Centricity Wealth Management held 454 shares of Tesla worth $144K as of Q2 2025.
  • Centricity Wealth Management left its Tesla share count unchanged in Q2 2025.
  • Tesla made up 0.12% of Centricity Wealth Management's portfolio in Q2 2025, its #94 holding.
  • Centricity Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Tesla position peaked at $169K in Q4 2024.
  • 3,731 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.