O'Brien Wealth Partners’s Tesla TSLA Stock Holding History

O'Brien Wealth Partners’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	$35.5K	Hold	79	–	–	﹤0.01%	97
2025 Q3	$35.1K	Hold	79	–	–	﹤0.01%	85
2025 Q2	$25.1K	Buy	79 +18	+30%	+$5.42K	﹤0.01%	73
2025 Q1	$15.8K	Buy	61 +41	+205%	+$13.7K	﹤0.01%	66
2024 Q4	$8.08K	Hold	20	–	–	﹤0.01%	64
2024 Q3	$5.23K	Buy	+20	New	+$4.56K	﹤0.01%	64
2024 Q1	–	Sell	-76	Closed	-$18.9K	–	69
2023 Q4	$18.9K	Buy	76 +16	+27%	+$3.8K	﹤0.01%	59
2023 Q3	$15K	Hold	60	–	–	﹤0.01%	54
2023 Q2	$15.7K	Buy	+60	New	+$12K	﹤0.01%	54
2022 Q4	–	Sell	-145	Closed	-$38K	–	63
2022 Q3	$38K	Buy	145 +37	+34%	+$10.3K	0.02%	56
2022 Q2	$24K	Sell	108 -6	-5%	-$1.64K	0.01%	63
2022 Q1	$30K	Buy	114 +24	+27%	+$7.47K	0.01%	53
2021 Q4	$28K	Sell	90 -30	-25%	-$10.1K	0.01%	53
2021 Q3	$31K	Buy	+120	New	+$28.2K	0.01%	44
2018 Q2	–	Sell	-105	Closed	-$2K	–	173
2018 Q1	$2K	Buy	+105	New	+$2.31K	﹤0.01%	173

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

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

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

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

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