Goldstone Financial Group’s Tesla TSLA Stock Holding History

Goldstone 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
2026 Q1	$3.01M	Buy	8,093 +110	+1%	+$45.3K	0.33%	60
2025 Q4	$3.59M	Buy	7,983 +641	+9%	+$284K	0.4%	51
2025 Q3	$3.26M	Buy	7,342 +73	+1%	+$25.3K	0.39%	52
2025 Q2	$2.29M	Buy	7,269 +183	+3%	+$55.1K	0.3%	60
2025 Q1	$1.84M	Buy	7,086 +741	+12%	+$247K	0.28%	65
2024 Q4	$2.56M	Sell	6,345 -252	-4%	-$81.1K	0.4%	55
2024 Q3	$1.73M	Buy	6,597 +3,267	+98%	+$745K	0.3%	61
2024 Q2	$659K	Buy	3,330 +371	+13%	+$64.8K	0.13%	100
2024 Q1	$520K	Sell	2,959 -224	-7%	-$43.8K	0.12%	101
2023 Q4	$791K	Sell	3,183 -565	-15%	-$134K	0.2%	81
2023 Q3	$938K	Buy	3,748 +74	+2%	+$19K	0.28%	72
2023 Q2	$962K	Buy	3,674 +1,645	+81%	+$329K	0.28%	64
2023 Q1	$421K	Buy	+2,029	New	+$354K	0.14%	92

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments

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