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Greenberg Financial Group’s Tesla TSLA Stock Holding History

Greenberg 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
2025
Q4 		$317K Buy
+704
New +$312K 0.13% 83
2025
Q2 		$512K Buy
1,217
+508
+72% +$153K 0.19% 68
2025
Q1 		$264K Buy
+709
New +$236K 0.11% 82

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenberg Financial Group's TSLA Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Tesla (TSLA) in Q4 2025: 704 shares worth $317K. The stake represents 0.13% of the portfolio and ranks #83 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in TSLA as recently as Q2 2025.

Greenberg Financial Group first reported a position in TSLA in Q1 2025 and has held it in 3 quarters since. The position peaked at $512K in Q2 2025. 4,340 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

  • Greenberg Financial Group held 704 shares of Tesla worth $317K as of Q4 2025.
  • Tesla was a new Greenberg Financial Group position in Q4 2025.
  • Tesla made up 0.13% of Greenberg Financial Group's portfolio in Q4 2025, its #83 holding.
  • Greenberg Financial Group first reported a position in Tesla in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Tesla position peaked at $512K in Q2 2025.
  • 4,340 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.