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Northwest Financial Advisors’s Tesla TSLA Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-2,409
Closed -$1.07M – 96
2025
Q3 		$1.07M Hold
2,409
– – 1.38% 22
2025
Q2 		$765K Sell
2,409
-10
-0.4% -$3.01K 1.07% 28
2025
Q1 		$627K Buy
2,419
+30
+1% +$10K 0.52% 47
2024
Q4 		$965K Sell
2,389
-360
-13% -$116K 0.8% 31
2024
Q3 		$719K Sell
2,749
-23
-0.8% -$5.25K 0.57% 39
2024
Q2 		$549K Sell
2,772
-94
-3% -$16.4K 0.56% 46
2024
Q1 		$504K Sell
2,866
-2,096
-42% -$410K 0.55% 46
2023
Q4 		$1.23M Buy
+4,962
New +$1.18M 1.05% 16

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwest Financial Advisors's TSLA Position: Q4 2025 in Review

Northwest Financial Advisors sold out of Tesla (TSLA) in Q4 2025, closing a stake of 2,409 shares — an estimated $1.07M sold.

Northwest Financial Advisors first reported a position in TSLA in Q4 2023 and held it in 8 quarters. The position peaked at $1.23M in Q4 2023. 4,350 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

  • Northwest Financial Advisors reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,409 Tesla shares in Q4 2025, an estimated $1.07M.
  • Northwest Financial Advisors first reported a position in Tesla in Q4 2023 and held it in 8 quarters.
  • Northwest Financial Advisors's Tesla position peaked at $1.23M in Q4 2023.
  • 4,350 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.