Financial Advocates Investment Management’s Tesla TSLA Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-100	Closed	-$31.8K	–	557
2025 Q2	$31.8K	Sell	100 -300	-75%	-$90.4K	﹤0.01%	620
2025 Q1	$104K	Buy	400 +200	+100%	+$66.7K	0.01%	701
2024 Q4	$80.8K	Buy	+200	New	+$64.3K	﹤0.01%	730
2023 Q1	–	Sell	-38,326	Closed	-$4.74M	–	820
2022 Q4	$4.74M	Buy	+38,326	New	+$7.26M	0.35%	71
2021 Q2	–	Sell	-105,429	Closed	-$10.5M	–	835
2021 Q1	$10.5M	Buy	+105,429	New	+$26.5M	0.74%	22

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Advocates Investment Management's TSLA Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Tesla (TSLA) stake by 96% in Q3 2025, selling an estimated $14M and leaving 1,830 shares worth $814K. The position accounts for 0.46% of the portfolio, ranked #57.

Financial Advocates Investment Management first reported a position in TSLA in Q4 2017 and has held it in 30 quarters since. The position peaked at $19.2M in Q4 2024. 3,977 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

Financial Advocates Investment Management held 1,830 shares of Tesla worth $814K as of Q3 2025.
Financial Advocates Investment Management sold 40,307 Tesla shares in Q3 2025, an estimated $14M.
Tesla made up 0.46% of Financial Advocates Investment Management's portfolio in Q3 2025, its #57 holding.
Financial Advocates Investment Management first reported a position in Tesla in Q4 2017 and has held it in 30 quarters since.
Financial Advocates Investment Management's Tesla position peaked at $19.2M in Q4 2024.
3,977 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.