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Elios Financial Group’s Tesla TSLA Stock Holding History

Elios Financial Group’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 		$677K Sell
2,131
-63
-3% -$19K 0.31% 66
2025
Q1 		$569K Buy
2,194
+576
+36% +$192K 0.28% 63
2024
Q4 		$653K Buy
1,618
+503
+45% +$162K 0.31% 60
2024
Q3 		$292K Buy
+1,115
New +$254K 0.13% 96

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 $3.37T AUM 44.26% 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

Elios Financial Group's TSLA Position: Q2 2025 in Review

Elios Financial Group reduced its Tesla (TSLA) stake by 2.9% in Q2 2025, selling an estimated $19K and leaving 2,131 shares worth $677K. The position accounts for 0.31% of the portfolio, ranked #66.

Elios Financial Group first reported a position in TSLA in Q3 2024 and has held it in 4 quarters since. 3,731 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Elios Financial Group held 2,131 shares of Tesla worth $677K as of Q2 2025.
  • Elios Financial Group sold 63 Tesla shares in Q2 2025, an estimated $19K.
  • Tesla made up 0.31% of Elios Financial Group's portfolio in Q2 2025, its #66 holding.
  • Elios Financial Group first reported a position in Tesla in Q3 2024 and has held it in 4 quarters since.
  • 3,731 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.