Fidato Wealth’s Tesla TSLA Stock Holding History

Fidato Wealth’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	-780	Closed	-$202K	–	25
2025 Q1	$202K	Sell	780 -75	-9%	-$25K	0.15%	24
2024 Q4	$345K	Buy	+855	New	+$275K	0.26%	15

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

Fidato Wealth's TSLA Position: Q2 2025 in Review

Fidato Wealth sold out of Tesla (TSLA) in Q2 2025, closing a stake of 780 shares — an estimated $202K sold.

Fidato Wealth first reported a position in TSLA in Q4 2024 and held it in 2 quarters. The position peaked at $345K in Q4 2024. 3,726 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Fidato Wealth reported no remaining Tesla position as of Q2 2025 after selling out during the quarter.
Fidato Wealth sold 780 Tesla shares in Q2 2025, an estimated $202K.
Fidato Wealth first reported a position in Tesla in Q4 2024 and held it in 2 quarters.
Fidato Wealth's Tesla position peaked at $345K in Q4 2024.
3,726 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Fidato Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.