Litman Gregory Wealth Management’s Tesla TSLA Stock Holding History

Litman Gregory 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 Q4	$56.2K	Buy	+125	New	+$55.4K	﹤0.01%	226
2023 Q4	–	Sell	-1,465	Closed	-$367K	–	126
2023 Q3	$367K	Buy	1,465 +601	+70%	+$154K	0.04%	96
2023 Q2	$226K	Sell	864 -3,699	-81%	-$740K	0.03%	80
2023 Q1	$947K	Buy	+4,563	New	+$796K	0.35%	18
2022 Q4	–	Sell	-1,053	Closed	-$279K	–	81
2022 Q3	$279K	Sell	1,053 -1,125	-52%	-$314K	0.04%	67
2022 Q2	$489K	Buy	+2,178	New	+$595K	0.07%	63
2022 Q1	–	Sell	-2,229	Closed	-$785K	–	82
2021 Q4	$785K	Sell	2,229 -15	-0.7%	-$5.03K	0.13%	49
2021 Q3	$580K	Buy	2,244 +687	+44%	+$162K	0.11%	50
2021 Q2	$519K	Buy	1,557 +117	+8%	+$25.4K	0.1%	49
2021 Q1	$321K	Sell	1,440 -30	-2%	-$7.53K	0.06%	53
2020 Q4	$346K	Sell	1,470 -30	-2%	-$5.12K	0.06%	53
2020 Q3	$215K	Sell	1,500 -450	-23%	-$53.1K	0.04%	56
2020 Q2	$140K	Hold	1,950	–	–	0.03%	60
2020 Q1	$68K	Hold	1,950	–	–	0.02%	72
2019 Q4	$54K	Hold	1,950	–	–	0.01%	90
2019 Q3	$31K	Hold	1,950	–	–	0.01%	93
2019 Q2	$29K	Hold	1,950	–	–	0.01%	118
2019 Q1	$36K	Hold	1,950	–	–	0.01%	77
2018 Q4	$43K	Buy	+1,950	New	+$41.9K	0.01%	77

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

Litman Gregory Wealth Management's TSLA Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Tesla (TSLA) in Q4 2025: 125 shares worth $56.2K. The stake represents ﹤0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in TSLA as recently as Q3 2023.

Litman Gregory Wealth Management first reported a position in TSLA in Q4 2018 and has held it in 19 quarters since. The position peaked at $947K in Q1 2023. 4,352 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Litman Gregory Wealth Management held 125 shares of Tesla worth $56.2K as of Q4 2025.
Tesla was a new Litman Gregory Wealth Management position in Q4 2025.
Tesla made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #226 holding.
Litman Gregory Wealth Management first reported a position in Tesla in Q4 2018 and has held it in 19 quarters since.
Litman Gregory Wealth Management's Tesla position peaked at $947K in Q1 2023.
4,352 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.