Grunden Financial Advisory’s Tesla TSLA Stock Holding History

Grunden Financial Advisory’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	$281K	Hold	625	–	–	0.11%	27
2025 Q3	$278K	Buy	+625	New	+$217K	0.11%	26
2025 Q1	–	Sell	-625	Closed	-$252K	–	27
2024 Q4	$252K	Buy	+625	New	+$201K	0.12%	23

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grunden Financial Advisory's TSLA Position: Q4 2025 in Review

Grunden Financial Advisory held its Tesla (TSLA) position steady in Q4 2025 at 625 shares worth $281K. The position accounts for 0.11% of the portfolio, ranked #27.

Grunden Financial Advisory first reported a position in TSLA in Q4 2024 and has held it in 3 quarters since. 4,348 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Grunden Financial Advisory held 625 shares of Tesla worth $281K as of Q4 2025.
Grunden Financial Advisory left its Tesla share count unchanged in Q4 2025.
Tesla made up 0.11% of Grunden Financial Advisory's portfolio in Q4 2025, its #27 holding.
Grunden Financial Advisory first reported a position in Tesla in Q4 2024 and has held it in 3 quarters since.
4,348 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.