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LGT Financial Advisors’s Tesla TSLA Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-91
Closed -$28.9K – 627
2025
Q2 		$28.9K Buy
+91
New +$27.4K 0.07% 136
2024
Q3 		– Sell
-915
Closed -$209K – 787
2024
Q2 		$181K Hold
915
– – 0.38% 51
2024
Q1 		$161K Sell
915
-264
-22% -$51.6K 0.19% 128
2023
Q4 		$293K Sell
1,179
-137
-10% -$32.6K 0.36% 59
2023
Q3 		$329K Sell
1,316
-351
-21% -$90.2K 0.42% 52
2023
Q2 		$436K Hold
1,667
– – 0.46% 61
2023
Q1 		$346K Sell
1,667
-1,079
-39% -$188K 0.64% 43
2022
Q4 		$338K Buy
+2,746
New +$520K 0.4% 53

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LGT Financial Advisors's TSLA Position: Q3 2025 in Review

LGT Financial Advisors sold out of Tesla (TSLA) in Q3 2025, closing a stake of 91 shares — an estimated $28.9K sold.

LGT Financial Advisors first reported a position in TSLA in Q4 2022 and held it in 8 quarters. The position peaked at $436K in Q2 2023. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • LGT Financial Advisors reported no remaining Tesla position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 91 Tesla shares in Q3 2025, an estimated $28.9K.
  • LGT Financial Advisors first reported a position in Tesla in Q4 2022 and held it in 8 quarters.
  • LGT Financial Advisors's Tesla position peaked at $436K in Q2 2023.
  • 3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.