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Northeast Financial Consultants’s Tesla TSLA Stock Holding History

Northeast Financial Consultants’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
Q2 		$554K Buy
1,745
+864
+98% +$260K 0.02% 196
2025
Q1 		$228K Buy
881
+200
+29% +$66.7K 0.01% 261
2024
Q4 		$275K Buy
+681
New +$219K 0.01% 248
2024
Q3 		– Sell
-1,100
Closed -$218K – 297
2024
Q2 		$218K Sell
1,100
-901
-45% -$157K 0.01% 256
2024
Q1 		$352K Hold
2,001
– – 0.02% 224
2023
Q4 		$497K Buy
2,001
+7
+0.4% +$1.66K 0.03% 184
2023
Q3 		$499K Buy
1,994
+252
+14% +$64.7K 0.03% 178
2023
Q2 		$456K Hold
1,742
– – 0.03% 191
2023
Q1 		$361K Sell
1,742
-350
-17% -$61.1K 0.02% 228
2022
Q4 		$258K Buy
2,092
+4
+0.2% +$757 0.02% 259
2022
Q3 		$554K Sell
2,088
-1,380
-40% -$385K 0.04% 176
2022
Q2 		$778K Sell
3,468
-120
-3% -$32.8K 0.05% 153
2022
Q1 		$1.29M Hold
3,588
– – 0.07% 138
2021
Q4 		$1.26M Buy
3,588
+156
+5% +$52.3K 0.08% 136
2021
Q3 		$887K Sell
3,432
-330
-9% -$77.7K 0.06% 167
2021
Q2 		$852K Sell
3,762
-30
-0.8% -$6.51K 0.06% 174
2021
Q1 		$844K Buy
3,792
+510
+16% +$128K 0.06% 156
2020
Q4 		$772K Sell
3,282
-18
-0.5% -$3.07K 0.06% 152
2020
Q3 		$472K Buy
+3,300
New +$390K 0.04% 179

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northeast Financial Consultants's TSLA Position: Q2 2025 in Review

Northeast Financial Consultants increased its Tesla (TSLA) stake by 98% in Q2 2025, buying an estimated $260K and bringing the position to 1,745 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #196.

Northeast Financial Consultants first reported a position in TSLA in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.29M in Q1 2022. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Northeast Financial Consultants held 1,745 shares of Tesla worth $554K as of Q2 2025.
  • Northeast Financial Consultants bought 864 Tesla shares in Q2 2025, an estimated $260K.
  • Tesla made up 0.02% of Northeast Financial Consultants's portfolio in Q2 2025, its #196 holding.
  • Northeast Financial Consultants first reported a position in Tesla in Q3 2020 and has held it in 19 quarters since.
  • Northeast Financial Consultants's Tesla position peaked at $1.29M in Q1 2022.
  • 3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.