Optimize Financial’s Tesla TSLA Stock Holding History

Optimize Financial’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 Q3	–	Sell	-2,679	Closed	-$851K	–	434
2025 Q2	$851K	Sell	2,679 -63	-2%	-$19K	0.52%	53
2025 Q1	$711K	Buy	2,742 +225	+9%	+$75K	0.52%	53
2024 Q4	$1.02M	Buy	+2,517	New	+$810K	0.76%	35

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Optimize Financial's TSLA Position: Q3 2025 in Review

Optimize Financial sold out of Tesla (TSLA) in Q3 2025, closing a stake of 2,679 shares — an estimated $851K sold.

Optimize Financial first reported a position in TSLA in Q4 2024 and held it in 3 quarters. The position peaked at $1.02M in Q4 2024. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

Optimize Financial reported no remaining Tesla position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 2,679 Tesla shares in Q3 2025, an estimated $851K.
Optimize Financial first reported a position in Tesla in Q4 2024 and held it in 3 quarters.
Optimize Financial's Tesla position peaked at $1.02M in Q4 2024.
3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.