Mosaic Financial Group’s Tesla TSLA Stock Holding History

Mosaic Financial Group’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	-541	Closed	-$218K	–	127
2024 Q4	$218K	Buy	+541	New	+$174K	0.16%	112
2024 Q2	–	Sell	-1,677	Closed	-$295K	–	130
2024 Q1	$295K	Buy	+1,677	New	+$328K	0.24%	90

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

Mosaic Financial Group's TSLA Position: Q1 2025 in Review

Mosaic Financial Group sold out of Tesla (TSLA) in Q1 2025, closing a stake of 541 shares — an estimated $218K sold.

Mosaic Financial Group first reported a position in TSLA in Q1 2024 and held it in 2 quarters. The position peaked at $295K in Q1 2024. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Mosaic Financial Group reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Mosaic Financial Group sold 541 Tesla shares in Q1 2025, an estimated $218K.
Mosaic Financial Group first reported a position in Tesla in Q1 2024 and held it in 2 quarters.
Mosaic Financial Group's Tesla position peaked at $295K in Q1 2024.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Mosaic Financial Group's 13F filing for Q1 2025, filed 14 May 2025.