Palo Alto Wealth Advisors’s Tesla TSLA Stock Holding History

Palo Alto Wealth 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 Q3	$1.15M	Buy	2,607 +102	+4%	+$35.4K	0.33%	23
2025 Q2	$796K	Buy	2,505 +6	+0.2%	+$1.81K	0.3%	24
2025 Q1	$835K	Buy	2,499 +1,475	+144%	+$492K	0.33%	22
2024 Q4	$414K	Sell	1,024 -176	-15%	-$56.6K	0.15%	37
2024 Q3	$263K	Sell	1,200 -36	-3%	-$8.21K	0.11%	43
2024 Q2	$245K	Hold	1,236	–	–	0.17%	39
2024 Q1	$217K	Sell	1,236 -2,000	-62%	-$391K	0.15%	40
2023 Q4	$804K	Hold	3,236	–	–	0.61%	19
2023 Q3	$810K	Buy	3,236 +300	+10%	+$77.1K	0.68%	18
2023 Q2	$769K	Hold	2,936	–	–	0.61%	20
2023 Q1	$609K	Sell	2,936 -1,000	-25%	-$174K	0.49%	27
2022 Q4	$485K	Buy	+3,936	New	+$745K	0.41%	29

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

Palo Alto Wealth Advisors's TSLA Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Tesla (TSLA) stake by 4.1% in Q3 2025, buying an estimated $35.4K and bringing the position to 2,607 shares worth $1.15M. The position accounts for 0.33% of the portfolio, ranked #23.

Palo Alto Wealth Advisors first reported a position in TSLA in Q4 2022 and has held it in 12 quarters since. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

Palo Alto Wealth Advisors held 2,607 shares of Tesla worth $1.15M as of Q3 2025.
Palo Alto Wealth Advisors bought 102 Tesla shares in Q3 2025, an estimated $35.4K.
Tesla made up 0.33% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #23 holding.
Palo Alto Wealth Advisors first reported a position in Tesla in Q4 2022 and has held it in 12 quarters since.
3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.