Next Capital Management’s Tesla TSLA Stock Holding History

Next Capital 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 Q1	–	Sell	-9,400	Closed	-$3.8M	–	144
2024 Q4	$3.8M	Buy	+9,400	New	+$3.02M	1.54%	16
2024 Q3	–	Sell	-9,400	Closed	-$1.86M	–	148
2024 Q2	$1.86M	Hold	9,400	–	–	0.78%	31
2024 Q1	$1.64M	Hold	9,400	–	–	0.66%	34
2023 Q4	$2.34M	Hold	9,400	–	–	0.99%	29
2023 Q3	$2.35M	Buy	+9,400	New	+$2.41M	1.05%	25
2022 Q3	–	Sell	-10,200	Closed	-$2.29M	–	119
2022 Q2	$2.29M	Hold	10,200	–	–	1.66%	17
2022 Q1	$3.66M	Hold	10,200	–	–	2.47%	9
2021 Q4	$2.55M	Buy	+10,200	New	+$3.42M	1.72%	16

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

Next Capital Management's TSLA Position: Q1 2025 in Review

Next Capital Management sold out of Tesla (TSLA) in Q1 2025, closing a stake of 9,519 shares — an estimated $3.84M sold.

Next Capital Management first reported a position in TSLA in Q2 2019 and held it in 15 quarters. The position peaked at $3.84M in Q4 2024. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Next Capital Management reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Next Capital Management sold 9,519 Tesla shares in Q1 2025, an estimated $3.84M.
Next Capital Management first reported a position in Tesla in Q2 2019 and held it in 15 quarters.
Next Capital Management's Tesla position peaked at $3.84M in Q4 2024.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Next Capital Management's 13F filing for Q1 2025, filed 6 May 2025.