Cerro Pacific Wealth Advisors’s Tesla TSLA Stock Holding History

Cerro Pacific 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 Q4	–	Sell	-517	Closed	-$230K	–	162
2025 Q3	$230K	Sell	517 -476	-48%	-$165K	0.06%	149
2025 Q2	$315K	Buy	993 +189	+24%	+$56.9K	0.09%	129
2025 Q1	$325K	Buy	804 +30	+4%	+$10K	0.11%	122
2024 Q4	$203K	Buy	+774	New	+$249K	0.07%	156
2022 Q2	–	Sell	-741	Closed	-$266K	–	143
2022 Q1	$266K	Buy	741 +99	+15%	+$30.8K	0.16%	114
2021 Q4	$226K	Buy	+642	New	+$215K	0.14%	115
2020 Q4	$265K	Buy	+1,125	New	+$192K	0.16%	94

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerro Pacific Wealth Advisors's TSLA Position: Q4 2025 in Review

Cerro Pacific Wealth Advisors sold out of Tesla (TSLA) in Q4 2025, closing a stake of 517 shares — an estimated $230K sold.

Cerro Pacific Wealth Advisors first reported a position in TSLA in Q4 2020 and held it in 7 quarters. The position peaked at $325K in Q1 2025. 4,350 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Cerro Pacific Wealth Advisors reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 517 Tesla shares in Q4 2025, an estimated $230K.
Cerro Pacific Wealth Advisors first reported a position in Tesla in Q4 2020 and held it in 7 quarters.
Cerro Pacific Wealth Advisors's Tesla position peaked at $325K in Q1 2025.
4,350 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.