Consilium Wealth Advisory’s Tesla TSLA Stock Holding History

Consilium Wealth Advisory’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	–	Sell	-1,177	Closed	-$305K	–	101
2025 Q1	$305K	Sell	1,177 -49	-4%	-$16.3K	0.15%	74
2024 Q4	$495K	Buy	+1,226	New	+$394K	0.24%	61
2024 Q2	–	Sell	-2,471	Closed	-$434K	–	91
2024 Q1	$434K	Sell	2,471 -38	-2%	-$7.42K	0.24%	61
2023 Q4	$623K	Sell	2,509 -104	-4%	-$24.7K	0.38%	51
2023 Q3	$654K	Buy	2,613 +103	+4%	+$26.5K	0.46%	42
2023 Q2	$657K	Buy	+2,510	New	+$502K	0.46%	43
2022 Q4	–	Sell	-981	Closed	-$260K	–	76
2022 Q3	$260K	Buy	981 +90	+10%	+$25.1K	0.29%	60
2022 Q2	$200K	Sell	891 -96	-10%	-$26.2K	0.22%	70
2022 Q1	$355K	Sell	987 -294	-23%	-$91.6K	0.25%	66
2021 Q4	$451K	Buy	+1,281	New	+$430K	0.29%	64

Other funds holding TSLA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Consilium Wealth Advisory's TSLA Position: Q2 2025 in Review

Consilium Wealth Advisory sold out of Tesla (TSLA) in Q2 2025, closing a stake of 1,177 shares — an estimated $305K sold.

Consilium Wealth Advisory first reported a position in TSLA in Q4 2021 and held it in 10 quarters. The position peaked at $657K in Q2 2023. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Consilium Wealth Advisory reported no remaining Tesla position as of Q2 2025 after selling out during the quarter.
Consilium Wealth Advisory sold 1,177 Tesla shares in Q2 2025, an estimated $305K.
Consilium Wealth Advisory first reported a position in Tesla in Q4 2021 and held it in 10 quarters.
Consilium Wealth Advisory's Tesla position peaked at $657K in Q2 2023.
3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Consilium Wealth Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.