LIG
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Lokken Investment Group’s Tesla TSLA Stock Holding History

Lokken Investment Group’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 		$229K Buy
+516
New +$179K 0.08% 135
2025
Q1 		– Sell
-683
Closed -$276K – 147
2024
Q4 		$276K Buy
+683
New +$220K 0.12% 107

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

Lokken Investment Group's TSLA Position: Q3 2025 in Review

Lokken Investment Group opened a new position in Tesla (TSLA) in Q3 2025: 516 shares worth $229K. The stake represents 0.08% of the portfolio and ranks #135 among its holdings. This is a return to the name: Lokken Investment Group previously reported a position in TSLA as recently as Q4 2024.

Lokken Investment Group first reported a position in TSLA in Q4 2024 and has held it in 2 quarters since. The position peaked at $276K in Q4 2024. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Lokken Investment Group held 516 shares of Tesla worth $229K as of Q3 2025.
  • Tesla was a new Lokken Investment Group position in Q3 2025.
  • Tesla made up 0.08% of Lokken Investment Group's portfolio in Q3 2025, its #135 holding.
  • Lokken Investment Group first reported a position in Tesla in Q4 2024 and has held it in 2 quarters since.
  • Lokken Investment Group's Tesla position peaked at $276K in Q4 2024.
  • 3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.