Norris Financial Group’s Tesla TSLA Stock Holding History

Norris 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
2026 Q1	$545K	Buy	1,467 +1	+0.1%	+$412	0.18%	60
2025 Q4	$659K	Hold	1,466	–	–	0.22%	59
2025 Q3	$652K	Sell	1,466 -403	-22%	-$140K	0.24%	57
2025 Q2	$594K	Buy	1,869 +118	+7%	+$35.6K	0.24%	58
2025 Q1	$454K	Buy	1,751 +16	+0.9%	+$5.33K	0.21%	62
2024 Q4	$701K	Buy	1,735 +741	+75%	+$238K	0.33%	52
2024 Q3	$260K	Buy	+994	New	+$227K	0.13%	69
2024 Q1	–	Sell	-987	Closed	-$245K	–	81
2023 Q4	$245K	Hold	987	–	–	0.15%	59
2023 Q3	$247K	Hold	987	–	–	0.17%	57
2023 Q2	$258K	Sell	987 -15	-1%	-$3K	0.18%	55
2023 Q1	$208K	Buy	+1,002	New	+$175K	0.15%	62
2022 Q4	–	Sell	-768	Closed	-$204K	–	77
2022 Q3	$204K	Buy	+768	New	+$214K	0.19%	61
2022 Q2	–	Sell	-624	Closed	-$224K	–	87
2022 Q1	$224K	Sell	624 -1,902	-75%	-$592K	0.14%	71
2021 Q4	$890K	Sell	2,526 -552	-18%	-$185K	0.54%	42
2021 Q3	$796K	Buy	+3,078	New	+$724K	0.53%	43

Other funds holding TSLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return