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MGB Wealth Management’s Tesla TSLA Stock Holding History

MGB Wealth 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 		$614K Sell
1,366
-100
-7% -$44.3K 0.18% 111
2025
Q3 		$652K Sell
1,466
-185
-11% -$64.2K 0.18% 106
2025
Q2 		$526K Hold
1,651
– – 0.17% 120
2025
Q1 		$429K Buy
1,651
+900
+120% +$300K 0.16% 132
2024
Q4 		$307K Buy
+751
New +$242K 0.1% 153

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB Wealth Management's TSLA Position: Q4 2025 in Review

MGB Wealth Management reduced its Tesla (TSLA) stake by 6.8% in Q4 2025, selling an estimated $44.3K and leaving 1,366 shares worth $614K. The position accounts for 0.18% of the portfolio, ranked #111.

MGB Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 5 quarters since. The position peaked at $652K in Q3 2025. 4,334 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

  • MGB Wealth Management held 1,366 shares of Tesla worth $614K as of Q4 2025.
  • MGB Wealth Management sold 100 Tesla shares in Q4 2025, an estimated $44.3K.
  • Tesla made up 0.18% of MGB Wealth Management's portfolio in Q4 2025, its #111 holding.
  • MGB Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 5 quarters since.
  • MGB Wealth Management's Tesla position peaked at $652K in Q3 2025.
  • 4,334 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.