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Echo Wealth Management’s Tesla TSLA Stock Holding History

Echo 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 		– Sell
-1,331
Closed -$345K – 50
2025
Q1 		$345K Sell
1,331
-2,727
-67% -$909K 0.23% 39
2024
Q4 		$1.64M Sell
4,058
-1,154
-22% -$371K 1.13% 22
2024
Q3 		$1.26M Sell
5,212
-1,262
-19% -$288K 0.88% 25
2024
Q2 		$1.28M Buy
6,474
+44
+0.7% +$7.69K 0.97% 26
2024
Q1 		$1.13M Sell
6,430
-367
-5% -$71.7K 0.94% 25
2023
Q4 		$1.63M Sell
6,797
-264
-4% -$62.7K 1.53% 20
2023
Q3 		$1.77M Sell
7,061
-1,128
-14% -$290K 1.9% 15
2023
Q2 		$2.38M Sell
8,189
-736
-8% -$147K 2.57% 14
2023
Q1 		$1.85M Sell
8,925
-327
-4% -$57K 2.04% 15
2022
Q4 		$1.13M Sell
9,252
-145
-2% -$27.5K 1.21% 22
2022
Q3 		$1.99M Sell
9,397
-221
-2% -$61.7K 2.61% 13
2022
Q2 		$2.35M Buy
9,618
+57
+0.6% +$15.6K 3.15% 10
2022
Q1 		$3.2M Sell
9,561
-69
-0.7% -$21.5K 3.76% 10
2021
Q4 		$3.4M Sell
9,630
-1,245
-11% -$418K 3.88% 10
2021
Q3 		$2.85M Sell
10,875
-855
-7% -$201K 3.37% 11
2021
Q2 		$2.55M Sell
11,730
-555
-5% -$120K 3.26% 11
2021
Q1 		$2.73M Sell
12,285
-972
-7% -$244K 3.44% 11
2020
Q4 		$3.12M Buy
+13,257
New +$2.26M 4.08% 8

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

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

Echo Wealth Management sold out of Tesla (TSLA) in Q2 2025, closing a stake of 1,331 shares — an estimated $345K sold.

Echo Wealth Management first reported a position in TSLA in Q4 2020 and held it in 18 quarters. The position peaked at $3.4M in Q4 2021. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Echo Wealth Management reported no remaining Tesla position as of Q2 2025 after selling out during the quarter.
  • Echo Wealth Management sold 1,331 Tesla shares in Q2 2025, an estimated $345K.
  • Echo Wealth Management first reported a position in Tesla in Q4 2020 and held it in 18 quarters.
  • Echo Wealth Management's Tesla position peaked at $3.4M in Q4 2021.
  • 3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Echo Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.