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Edge Financial Advisors’s Tesla TSLA Stock Holding History

Edge Financial 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 		$1.99M Buy
2,213
+131
+6% +$58.1K 0.84% 25
2025
Q3 		$926K Buy
2,082
+7
+0.3% +$2.43K 0.41% 53
2025
Q2 		$659K Hold
2,075
– – 0.35% 50
2025
Q1 		$538K Buy
2,075
+71
+4% +$23.7K 0.34% 50
2024
Q4 		$809K Sell
2,004
-220
-10% -$70.8K 0.72% 44
2024
Q3 		$582K Buy
2,224
+60
+3% +$13.7K 0.52% 52
2024
Q2 		$428K Sell
2,164
-50
-2% -$8.74K 0.44% 54
2024
Q1 		$389K Buy
+2,214
New +$433K 0.34% 77

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Financial Advisors's TSLA Position: Q4 2025 in Review

Edge Financial Advisors increased its Tesla (TSLA) stake by 6.3% in Q4 2025, buying an estimated $58.1K and bringing the position to 2,213 shares worth $1.99M. The position accounts for 0.84% of the portfolio, ranked #25.

Edge Financial Advisors first reported a position in TSLA in Q1 2024 and has held it in 8 quarters since. 4,334 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

  • Edge Financial Advisors held 2,213 shares of Tesla worth $1.99M as of Q4 2025.
  • Edge Financial Advisors bought 131 Tesla shares in Q4 2025, an estimated $58.1K.
  • Tesla made up 0.84% of Edge Financial Advisors's portfolio in Q4 2025, its #25 holding.
  • Edge Financial Advisors first reported a position in Tesla in Q1 2024 and has held it in 8 quarters since.
  • 4,334 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.