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Congress Wealth Management’s Tesla TSLA Stock Holding History

Congress 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
2022
Q1 		– Sell
-12,492
Closed -$4.1M – 641
2021
Q4 		$4.1M Buy
+12,492
New +$4.19M 0.08% 245

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management increased its Tesla (TSLA) stake by 66% in Q2 2025, buying an estimated $5.57M and bringing the position to 46,694 shares worth $14.8M. The position accounts for 0.14% of the portfolio, ranked #174.

Congress Wealth Management first reported a position in TSLA in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.9M in Q4 2023. 3,734 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Congress Wealth Management held 46,694 shares of Tesla worth $14.8M as of Q2 2025.
  • Congress Wealth Management bought 18,498 Tesla shares in Q2 2025, an estimated $5.57M.
  • Tesla made up 0.14% of Congress Wealth Management's portfolio in Q2 2025, its #174 holding.
  • Congress Wealth Management first reported a position in Tesla in Q1 2022 and has held it in 14 quarters since.
  • Congress Wealth Management's Tesla position peaked at $16.9M in Q4 2023.
  • 3,734 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.