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Marcum Wealth’s Tesla TSLA Stock Holding History

Marcum Wealth’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
Q1 		$2.13M Buy
8,235
+868
+12% +$289K 0.18% 58
2024
Q4 		$2.98M Buy
7,367
+213
+3% +$68.5K 0.26% 47
2024
Q3 		$1.87M Sell
7,154
-198
-3% -$45.2K 0.17% 65
2024
Q2 		$1.45M Sell
7,352
-655
-8% -$114K 0.15% 77
2024
Q1 		$1.41M Buy
8,007
+610
+8% +$119K 0.14% 80
2023
Q4 		$1.84M Buy
7,397
+4
+0.1% +$951 0.2% 57
2023
Q3 		$1.85M Buy
7,393
+41
+0.6% +$10.5K 0.22% 49
2023
Q2 		$1.92M Buy
7,352
+61
+0.8% +$12.2K 0.23% 46
2023
Q1 		$1.51M Sell
7,291
-491
-6% -$85.7K 0.19% 64
2022
Q4 		$959K Buy
7,782
+727
+10% +$138K 0.13% 87
2022
Q3 		$1.87M Buy
7,055
+116
+2% +$32.4K 0.28% 40
2022
Q2 		$1.56M Buy
6,939
+1,113
+19% +$304K 0.23% 56
2022
Q1 		$2.09M Buy
5,826
+519
+10% +$162K 0.29% 38
2021
Q4 		$1.87M Sell
5,307
-174
-3% -$58.4K 0.26% 51
2021
Q3 		$1.42M Buy
5,481
+3,003
+121% +$707K 0.22% 63
2021
Q2 		$561K Sell
2,478
-1,032
-29% -$224K 0.09% 134
2021
Q1 		$781K Buy
3,510
+1,887
+116% +$474K 0.13% 116
2020
Q4 		$382K Sell
1,623
-411
-20% -$70.1K 0.09% 82
2020
Q3 		$291K Buy
+2,034
New +$240K 0.09% 85

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's TSLA Position: Q1 2025 in Review

Marcum Wealth increased its Tesla (TSLA) stake by 12% in Q1 2025, buying an estimated $289K and bringing the position to 8,235 shares worth $2.13M. The position accounts for 0.18% of the portfolio, ranked #58.

Marcum Wealth first reported a position in TSLA in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.98M in Q4 2024. 3,565 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

  • Marcum Wealth held 8,235 shares of Tesla worth $2.13M as of Q1 2025.
  • Marcum Wealth bought 868 Tesla shares in Q1 2025, an estimated $289K.
  • Tesla made up 0.18% of Marcum Wealth's portfolio in Q1 2025, its #58 holding.
  • Marcum Wealth first reported a position in Tesla in Q3 2020 and has held it in 19 quarters since.
  • Marcum Wealth's Tesla position peaked at $2.98M in Q4 2024.
  • 3,565 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.