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Optimum Investment Advisors’s Tesla TSLA Stock Holding History

Optimum Investment 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
2022
Q4 		– Sell
-300
Closed -$4K – 830
2022
Q3 		$4K Sell
300
-300
-50% -$83.8K ﹤0.01% 680
2022
Q2 		$2K Buy
+600
New +$164K ﹤0.01% 766

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Optimum Investment Advisors's TSLA Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Tesla (TSLA) stake by 12% in Q3 2025, selling an estimated $35.7K and leaving 740 shares worth $329K. The position accounts for 0.13% of the portfolio, ranked #140.

Optimum Investment Advisors first reported a position in TSLA in Q3 2014 and has held it in 34 quarters since. The position peaked at $931K in Q2 2023. 3,974 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Optimum Investment Advisors held 740 shares of Tesla worth $329K as of Q3 2025.
  • Optimum Investment Advisors sold 103 Tesla shares in Q3 2025, an estimated $35.7K.
  • Tesla made up 0.13% of Optimum Investment Advisors's portfolio in Q3 2025, its #140 holding.
  • Optimum Investment Advisors first reported a position in Tesla in Q3 2014 and has held it in 34 quarters since.
  • Optimum Investment Advisors's Tesla position peaked at $931K in Q2 2023.
  • 3,974 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.