Marotta Asset Management’s Tesla TSLA Stock Holding History

Marotta Asset 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 Q1	–	Sell	-945	Closed	-$358K	–	114
2024 Q4	$358K	Buy	+945	New	+$304K	0.08%	87
2024 Q1	–	Sell	-897	Closed	-$223K	–	107
2023 Q4	$223K	Buy	897 +14	+2%	+$3.33K	0.05%	97
2023 Q3	$221K	Sell	883 -1	-0.1%	-$257	0.05%	99
2023 Q2	$231K	Buy	+884	New	+$177K	0.05%	95
2022 Q4	–	Sell	-828	Closed	-$220K	–	112
2022 Q3	$220K	Buy	+828	New	+$231K	0.06%	96
2022 Q2	–	Sell	-852	Closed	-$306K	–	119
2022 Q1	$306K	Buy	852 +24	+3%	+$7.47K	0.07%	91
2021 Q4	$292K	Hold	828	–	–	0.07%	88
2021 Q3	$214K	Buy	+828	New	+$195K	0.05%	96

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marotta Asset Management's TSLA Position: Q1 2025 in Review

Marotta Asset Management sold out of Tesla (TSLA) in Q1 2025, closing a stake of 945 shares — an estimated $358K sold.

Marotta Asset Management first reported a position in TSLA in Q3 2021 and held it in 8 quarters. The position peaked at $358K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Marotta Asset Management reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Marotta Asset Management sold 945 Tesla shares in Q1 2025, an estimated $358K.
Marotta Asset Management first reported a position in Tesla in Q3 2021 and held it in 8 quarters.
Marotta Asset Management's Tesla position peaked at $358K in Q4 2024.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Marotta Asset Management's 13F filing for Q1 2025, filed 2 Apr 2025.