FWM
TSLA icon

Fortress Wealth Management’s Tesla TSLA Stock Holding History

Fortress Wealth 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
Q2 		– Sell
-1,212
Closed -$314K – 74
2025
Q1 		$314K Sell
1,212
-550
-31% -$183K 0.16% 58
2024
Q4 		$712K Buy
1,762
+401
+29% +$129K 0.35% 44
2024
Q3 		$356K Sell
1,361
-20
-1% -$4.56K 0.18% 56
2024
Q2 		$273K Buy
1,381
+21
+2% +$3.67K 0.14% 60
2024
Q1 		$239K Buy
+1,360
New +$266K 0.12% 63
2023
Q4 		– Sell
-958
Closed -$240K – 70
2023
Q3 		$240K Buy
+958
New +$246K 0.16% 56
2022
Q4 		– Sell
-762
Closed -$202K – 59
2022
Q3 		$202K Buy
+762
New +$213K 0.21% 50
2022
Q2 		– Sell
-987
Closed -$355K – 65
2022
Q1 		$355K Hold
987
– – 0.27% 40
2021
Q4 		$348K Buy
+987
New +$331K 0.26% 39

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortress Wealth Management's TSLA Position: Q2 2025 in Review

Fortress Wealth Management sold out of Tesla (TSLA) in Q2 2025, closing a stake of 1,212 shares — an estimated $314K sold.

Fortress Wealth Management first reported a position in TSLA in Q4 2021 and held it in 9 quarters. The position peaked at $712K in Q4 2024. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Fortress Wealth Management reported no remaining Tesla position as of Q2 2025 after selling out during the quarter.
  • Fortress Wealth Management sold 1,212 Tesla shares in Q2 2025, an estimated $314K.
  • Fortress Wealth Management first reported a position in Tesla in Q4 2021 and held it in 9 quarters.
  • Fortress Wealth Management's Tesla position peaked at $712K in Q4 2024.
  • 3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Fortress Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.