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Peak Financial Management’s Tesla TSLA Stock Holding History

Peak Financial Management’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
-679
Closed -$216K – 106
2025
Q2 		$216K Buy
+679
New +$205K 0.06% 90
2025
Q1 		– Sell
-794
Closed -$321K – 107
2024
Q4 		$321K Buy
+794
New +$255K 0.1% 73
2024
Q2 		– Sell
-1,323
Closed -$233K – 102
2024
Q1 		$233K Sell
1,323
-675
-34% -$132K 0.07% 85
2023
Q4 		$496K Sell
1,998
-376
-16% -$89.4K 0.17% 52
2023
Q3 		$594K Buy
2,374
+660
+39% +$170K 0.22% 44
2023
Q2 		$449K Buy
+1,714
New +$343K 0.16% 55
2021
Q2 		– Sell
-1,011
Closed -$225K – 74
2021
Q1 		$225K Sell
1,011
-93
-8% -$23.3K 0.08% 67
2020
Q4 		$260K Buy
+1,104
New +$188K 0.1% 59

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

Peak Financial Management's TSLA Position: Q3 2025 in Review

Peak Financial Management sold out of Tesla (TSLA) in Q3 2025, closing a stake of 679 shares — an estimated $216K sold.

Peak Financial Management first reported a position in TSLA in Q4 2020 and held it in 8 quarters. The position peaked at $594K in Q3 2023. 3,974 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Peak Financial Management reported no remaining Tesla position as of Q3 2025 after selling out during the quarter.
  • Peak Financial Management sold 679 Tesla shares in Q3 2025, an estimated $216K.
  • Peak Financial Management first reported a position in Tesla in Q4 2020 and held it in 8 quarters.
  • Peak Financial Management's Tesla position peaked at $594K in Q3 2023.
  • 3,974 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Peak Financial Management's 13F filing for Q3 2025, filed 9 Oct 2025.