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Monterey Private Wealth’s Tesla TSLA Stock Holding History

Monterey Private 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 		$3.05M Sell
11,769
-472
-4% -$157K 0.9% 21
2024
Q4 		$4.94M Sell
12,241
-22
-0.2% -$7.08K 1.63% 14
2024
Q3 		$3.21M Sell
12,263
-1,234
-9% -$281K 1.09% 19
2024
Q2 		$2.67M Buy
13,497
+953
+8% +$167K 1% 21
2024
Q1 		$2.21M Buy
12,544
+13
+0.1% +$2.54K 0.89% 22
2023
Q4 		$3.11M Sell
12,531
-22
-0.2% -$5.23K 1.41% 16
2023
Q3 		$3.14M Buy
12,553
+22
+0.2% +$5.65K 1.58% 15
2023
Q2 		$3.28M Buy
12,531
+104
+0.8% +$20.8K 1.59% 15
2023
Q1 		$2.58M Sell
12,427
-1
-0% -$174 1.32% 19
2022
Q4 		$1.53M Sell
12,428
-8
-0.1% -$1.51K 0.83% 22
2022
Q3 		$3.34M Buy
12,436
+109
+0.9% +$30.4K 2% 13
2022
Q2 		$2.77M Buy
12,327
+336
+3% +$91.7K 1.58% 13
2022
Q1 		$4.37M Buy
11,991
+9
+0.1% +$2.8K 2.11% 10
2021
Q4 		$4.22M Sell
11,982
-171
-1% -$57.4K 2.09% 11
2021
Q3 		$3.16M Sell
12,153
-750
-6% -$177K 1.78% 14
2021
Q2 		$2.92M Hold
12,903
– – 1.68% 12
2021
Q1 		$3.17M Sell
12,903
-1,110
-8% -$279K 1.75% 10
2020
Q4 		$3.3M Buy
14,013
+6
+0% +$1.02K 1.9% 10
2020
Q3 		$2M Buy
14,007
+1,692
+14% +$200K 1.29% 13
2020
Q2 		$887K Sell
12,315
-1,500
-11% -$81.1K 0.63% 22
2020
Q1 		$483K Sell
13,815
-2,430
-15% -$101K 0.41% 33
2019
Q4 		$453K Buy
+16,245
New +$352K 0.36% 39

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

Monterey Private Wealth's TSLA Position: Q1 2025 in Review

Monterey Private Wealth reduced its Tesla (TSLA) stake by 3.9% in Q1 2025, selling an estimated $157K and leaving 11,769 shares worth $3.05M. The position accounts for 0.9% of the portfolio, ranked #21.

Monterey Private Wealth first reported a position in TSLA in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.94M in Q4 2024. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

  • Monterey Private Wealth held 11,769 shares of Tesla worth $3.05M as of Q1 2025.
  • Monterey Private Wealth sold 472 Tesla shares in Q1 2025, an estimated $157K.
  • Tesla made up 0.9% of Monterey Private Wealth's portfolio in Q1 2025, its #21 holding.
  • Monterey Private Wealth first reported a position in Tesla in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's Tesla position peaked at $4.94M in Q4 2024.
  • 3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.