Menlo Advisors’s Tesla TSLA Stock Holding History

Menlo 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 Q2	$6.08M	Hold	19,140	–	–	3.28%	14
2025 Q1	$4.96M	Sell	19,140 -1,929	-9%	-$643K	2.36%	17
2024 Q4	$8.51M	Sell	21,069 -1,100	-5%	-$354K	4.34%	9
2024 Q3	$5.8M	Sell	22,169 -200	-0.9%	-$45.6K	2.99%	14
2024 Q2	$4.43M	Hold	22,369	–	–	2.46%	16
2024 Q1	$3.93M	Buy	22,369 +270	+1%	+$52.8K	2.25%	18
2023 Q4	$5.49M	Hold	22,099	–	–	3.38%	14
2023 Q3	$5.53M	Hold	22,099	–	–	3.63%	12
2023 Q2	$5.78M	Sell	22,099 -369	-2%	-$73.8K	3.64%	11
2023 Q1	$4.66M	Hold	22,468	–	–	3.2%	13
2022 Q4	$2.77M	Buy	22,468 +250	+1%	+$47.3K	2.08%	16
2022 Q3	$5.89M	Hold	22,218	–	–	4.13%	11
2022 Q2	$4.99M	Sell	22,218 -21	-0.1%	-$5.73K	3.31%	13
2022 Q1	$7.99M	Buy	22,239 +1,620	+8%	+$505K	4.22%	9
2021 Q4	$7.26M	Sell	20,619 -4,515	-18%	-$1.51M	3.61%	9
2021 Q3	$6.5M	Hold	25,134	–	–	3.43%	10
2021 Q2	$5.69M	Sell	25,134 -504	-2%	-$109K	3.07%	11
2021 Q1	$5.71M	Buy	25,638 +2,421	+10%	+$608K	3.4%	10
2020 Q4	$5.46M	Sell	23,217 -1,902	-8%	-$325K	3.62%	11
2020 Q3	$3.59M	Buy	25,119 +459	+2%	+$54.2K	2.82%	16
2020 Q2	$1.77M	Buy	24,660 +885	+4%	+$47.9K	1.39%	25
2020 Q1	$830K	Sell	23,775 -3,900	-14%	-$162K	0.78%	25
2019 Q4	$771K	Hold	27,675	–	–	0.5%	26
2019 Q3	$444K	Hold	27,675	–	–	0.31%	28
2019 Q2	$412K	Hold	27,675	–	–	0.28%	30
2019 Q1	$516K	Sell	27,675 -3,750	-12%	-$75.3K	0.37%	29
2018 Q4	$697K	Hold	31,425	–	–	0.54%	28
2018 Q3	$554K	Sell	31,425 -3,750	-11%	-$78.1K	0.37%	31
2018 Q2	$804K	Sell	35,175 -825	-2%	-$16.8K	0.59%	28
2018 Q1	$638K	Sell	36,000 -1,125	-3%	-$24.7K	0.46%	29
2017 Q4	$770K	Sell	37,125 -750	-2%	-$16.3K	0.56%	29
2017 Q3	$861K	Hold	37,875	–	–	0.65%	28
2017 Q2	$913K	Sell	37,875 -2,475	-6%	-$54.5K	0.67%	28
2017 Q1	$748K	Hold	40,350	–	–	0.56%	28
2016 Q4	$574K	Hold	40,350	–	–	0.46%	28
2016 Q3	$548K	Hold	40,350	–	–	0.44%	28
2016 Q2	$571K	Hold	40,350	–	–	0.49%	28
2016 Q1	$618K	Hold	40,350	–	–	0.57%	27
2015 Q4	$645K	Hold	40,350	–	–	0.57%	27
2015 Q3	$668K	Hold	40,350	–	–	0.52%	29
2015 Q2	$721K	Hold	40,350	–	–	0.5%	29
2015 Q1	$507K	Buy	40,350 +11,250	+39%	+$152K	0.36%	31
2014 Q4	$431K	Hold	29,100	–	–	0.31%	30
2014 Q3	$470K	Hold	29,100	–	–	0.34%	32
2014 Q2	$465K	Hold	29,100	–	–	0.33%	33
2014 Q1	$404K	Sell	29,100 -1,125	-4%	-$15.1K	0.3%	31
2013 Q4	$303K	Hold	30,225	–	–	0.23%	32
2013 Q3	$389K	Hold	30,225	–	–	0.3%	34
2013 Q2	$216K	Buy	+30,225	New	+$152K	0.18%	31

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Menlo Advisors's TSLA Position: Q2 2025 in Review

Menlo Advisors held its Tesla (TSLA) position steady in Q2 2025 at 19,140 shares worth $6.08M. The position accounts for 3.28% of the portfolio, ranked #14.

Menlo Advisors first reported a position in TSLA in Q2 2013 and has held it in 49 quarters since. The position peaked at $8.51M in Q4 2024. 3,726 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Menlo Advisors held 19,140 shares of Tesla worth $6.08M as of Q2 2025.
Menlo Advisors left its Tesla share count unchanged in Q2 2025.
Tesla made up 3.28% of Menlo Advisors's portfolio in Q2 2025, its #14 holding.
Menlo Advisors first reported a position in Tesla in Q2 2013 and has held it in 49 quarters since.
Menlo Advisors's Tesla position peaked at $8.51M in Q4 2024.
3,726 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Menlo Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.