EdgeRock Capital’s Tesla TSLA Stock Holding History

EdgeRock Capital’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
2026 Q1	$1.68M	Sell	4,522 -45	-1%	-$18.5K	0.45%	31
2025 Q4	$2.05M	Buy	4,567 +330	+8%	+$146K	0.55%	28
2025 Q3	$1.88M	Buy	4,237 +67	+2%	+$23.2K	0.52%	28
2025 Q2	$1.32M	Buy	4,170 +348	+9%	+$105K	0.42%	31
2025 Q1	$991K	Sell	3,822 -3,511	-48%	-$1.17M	0.71%	23
2024 Q4	$2.96M	Buy	7,333 +551	+8%	+$177K	1.94%	11
2024 Q3	$1.77M	Buy	6,782 +791	+13%	+$180K	1.25%	15
2024 Q2	$1.19M	Buy	5,991 +349	+6%	+$61K	0.92%	13
2024 Q1	$992K	Buy	5,642 +343	+6%	+$67K	0.79%	16
2023 Q4	$996K	Buy	5,299 +1,055	+25%	+$251K	0.73%	16
2023 Q3	$1.06M	Buy	4,244 +402	+10%	+$103K	0.65%	15
2023 Q2	$1.01M	Sell	3,842 -639	-14%	-$128K	0.49%	18
2023 Q1	$930K	Buy	4,481 +714	+19%	+$125K	0.48%	19
2022 Q4	$464K	Buy	3,767 +1,270	+51%	+$240K	0.26%	32
2022 Q3	$662K	Buy	2,497 +157	+7%	+$43.8K	0.38%	21
2022 Q2	$525K	Buy	+2,340	New	+$639K	0.36%	25

Other funds holding TSLA

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Fidelity Investments

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