Iron Horse Wealth Management’s Tesla TSLA Stock Holding History

Iron Horse 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	$120K	Sell	378 -2	-0.5%	-$603	0.04%	80
2025 Q1	$98.5K	Sell	380 -105	-22%	-$35K	0.03%	77
2024 Q4	$196K	Buy	485 +8	+2%	+$2.57K	0.07%	54
2024 Q3	$125K	Sell	477 -4	-0.8%	-$912	0.04%	65
2024 Q2	$95.2K	Hold	481	–	–	0.04%	63
2024 Q1	$84.6K	Buy	481 +12	+3%	+$2.34K	0.03%	66
2023 Q4	$117K	Sell	469 -17	-3%	-$4.04K	0.05%	50
2023 Q3	$122K	Buy	486 +2	+0.4%	+$514	0.06%	46
2023 Q2	$127K	Hold	484	–	–	0.06%	44
2023 Q1	$100K	Hold	484	–	–	0.05%	50
2022 Q4	$60K	Buy	484 +364	+303%	+$68.9K	0.03%	73
2022 Q3	$32K	Sell	120 -228	-66%	-$63.7K	0.05%	52
2022 Q2	$78K	Hold	348	–	–	0.04%	56
2022 Q1	$125K	Hold	348	–	–	0.07%	51
2021 Q4	$123K	Hold	348	–	–	0.07%	53
2021 Q3	$90K	Hold	348	–	–	0.06%	54
2021 Q2	$79K	Hold	348	–	–	0.05%	55
2021 Q1	$77K	Buy	348 +3	+0.9%	+$753	0.06%	55
2020 Q4	$81K	Buy	+345	New	+$58.9K	0.06%	56

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

Iron Horse Wealth Management's TSLA Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Tesla (TSLA) stake by 0.53% in Q2 2025, selling an estimated $603 and leaving 378 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #80.

Iron Horse Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 19 quarters since. The position peaked at $196K in Q4 2024. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Iron Horse Wealth Management held 378 shares of Tesla worth $120K as of Q2 2025.
Iron Horse Wealth Management sold 2 Tesla shares in Q2 2025, an estimated $603.
Tesla made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #80 holding.
Iron Horse Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Tesla position peaked at $196K in Q4 2024.
3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.