Plum Street Advisors’s Tesla TSLA Stock Holding History

Plum Street 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 Q4	–	Sell	-1,667	Closed	-$741K	–	98
2025 Q3	$741K	Buy	+1,667	New	+$578K	0.29%	60

Other funds holding TSLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plum Street Advisors's TSLA Position: Q4 2025 in Review

Plum Street Advisors sold out of Tesla (TSLA) in Q4 2025, closing a stake of 1,667 shares — an estimated $741K sold.

Plum Street Advisors first reported a position in TSLA in Q3 2025 and held it in 1 quarter. The position peaked at $741K in Q3 2025. 4,350 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Plum Street Advisors reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
Plum Street Advisors sold 1,667 Tesla shares in Q4 2025, an estimated $741K.
Plum Street Advisors first reported a position in Tesla in Q3 2025 and held it in 1 quarter.
Plum Street Advisors's Tesla position peaked at $741K in Q3 2025.
4,350 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Plum Street Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.