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	-400	Closed	-$104K	–	75
2025 Q1	$104K	Buy	+400	New	+$133K	0.05%	72

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

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.