Long Run Wealth Advisors’s Tesla TSLA Stock Holding History

Long Run Wealth 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 Q4	$474K	Buy	1,054 +346	+49%	+$153K	0.09%	78
2025 Q3	$315K	Sell	708 -176	-20%	-$61K	0.06%	89
2025 Q2	$281K	Buy	884 +52	+6%	+$15.7K	0.06%	91
2025 Q1	$216K	Buy	832 +262	+46%	+$87.3K	0.05%	98
2024 Q4	$230K	Buy	+570	New	+$183K	0.06%	90
2024 Q1	–	Sell	-805	Closed	-$200K	–	98
2023 Q4	$200K	Buy	+805	New	+$191K	0.06%	92
2022 Q4	–	Sell	-765	Closed	-$203K	–	98
2022 Q3	$203K	Buy	+765	New	+$214K	0.08%	92
2022 Q2	–	Sell	-711	Closed	-$256K	–	96
2022 Q1	$256K	Hold	711	–	–	0.09%	88
2021 Q4	$250K	Buy	+711	New	+$238K	0.09%	92

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Long Run Wealth Advisors's TSLA Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Tesla (TSLA) stake by 49% in Q4 2025, buying an estimated $153K and bringing the position to 1,054 shares worth $474K. The position accounts for 0.09% of the portfolio, ranked #78.

Long Run Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 9 quarters since. 4,334 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Long Run Wealth Advisors held 1,054 shares of Tesla worth $474K as of Q4 2025.
Long Run Wealth Advisors bought 346 Tesla shares in Q4 2025, an estimated $153K.
Tesla made up 0.09% of Long Run Wealth Advisors's portfolio in Q4 2025, its #78 holding.
Long Run Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 9 quarters since.
4,334 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.