Meritage Portfolio Management’s Tesla TSLA Stock Holding History

Meritage Portfolio 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 Q4	$204K	Sell	453 -30	-6%	-$13.3K	0.01%	313
2025 Q3	$215K	Sell	483 -154	-24%	-$53.4K	0.01%	312
2025 Q2	$202K	Buy	+637	New	+$192K	0.01%	314
2025 Q1	–	Sell	-843	Closed	-$340K	–	341
2024 Q4	$340K	Hold	843	–	–	0.02%	280
2024 Q3	$221K	Buy	+843	New	+$192K	0.01%	320
2024 Q2	–	Sell	-1,243	Closed	-$219K	–	351
2024 Q1	$219K	Sell	1,243 -684	-35%	-$134K	0.01%	321
2023 Q4	$479K	Sell	1,927 -194	-9%	-$46.1K	0.03%	253
2023 Q3	$531K	Buy	2,121 +643	+44%	+$165K	0.04%	234
2023 Q2	$387K	Buy	1,478 +40	+3%	+$8K	0.03%	266
2023 Q1	$298K	Buy	+1,438	New	+$251K	0.02%	262
2022 Q4	–	Sell	-1,239	Closed	-$329K	–	330
2022 Q3	$329K	Buy	+1,239	New	+$346K	0.03%	239
2022 Q2	–	Sell	-27,345	Closed	-$9.82M	–	347
2022 Q1	$9.82M	Buy	+27,345	New	+$8.52M	0.61%	39
2017 Q4	–	Sell	-9,285	Closed	-$211K	–	216
2017 Q3	$211K	Hold	9,285	–	–	0.02%	196
2017 Q2	$224K	Buy	+9,285	New	+$204K	0.02%	194

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meritage Portfolio Management's TSLA Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Tesla (TSLA) stake by 6.2% in Q4 2025, selling an estimated $13.3K and leaving 453 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #313.

Meritage Portfolio Management first reported a position in TSLA in Q2 2017 and has held it in 14 quarters since. The position peaked at $9.82M in Q1 2022. 4,350 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Meritage Portfolio Management held 453 shares of Tesla worth $204K as of Q4 2025.
Meritage Portfolio Management sold 30 Tesla shares in Q4 2025, an estimated $13.3K.
Tesla made up 0.01% of Meritage Portfolio Management's portfolio in Q4 2025, its #313 holding.
Meritage Portfolio Management first reported a position in Tesla in Q2 2017 and has held it in 14 quarters since.
Meritage Portfolio Management's Tesla position peaked at $9.82M in Q1 2022.
4,350 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.