Helios Capital Management’s Tesla TSLA Stock Holding History

Helios Capital 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 Q1	–	Sell	-11,300	Closed	-$4.56M	–	46
2024 Q4	$4.56M	Hold	11,300	–	–	2.66%	12
2024 Q3	$2.96M	Hold	11,300	–	–	1.82%	17
2024 Q2	$2.24M	Hold	11,300	–	–	1.46%	19
2024 Q1	$1.99M	Hold	11,300	–	–	1.4%	21
2023 Q4	$2.81M	Buy	+11,300	New	+$2.69M	2.22%	14

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Helios Capital Management's TSLA Position: Q1 2025 in Review

Helios Capital Management sold out of Tesla (TSLA) in Q1 2025, closing a stake of 11,300 shares — an estimated $4.56M sold.

Helios Capital Management first reported a position in TSLA in Q4 2023 and held it in 5 quarters. The position peaked at $4.56M in Q4 2024. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Helios Capital Management reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Helios Capital Management sold 11,300 Tesla shares in Q1 2025, an estimated $4.56M.
Helios Capital Management first reported a position in Tesla in Q4 2023 and held it in 5 quarters.
Helios Capital Management's Tesla position peaked at $4.56M in Q4 2024.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Helios Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.