Roberts Capital Advisors’s Tesla TSLA Stock Holding History

Roberts Capital 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	-3,439	Closed	-$1.53M	–	57
2025 Q3	$1.53M	Sell	3,439 -7,950	-70%	-$2.76M	1.7%	14
2025 Q2	$3.62M	Hold	11,389	–	–	2.68%	7
2025 Q1	$2.95M	Buy	11,389 +1,384	+14%	+$461K	2.59%	6
2024 Q4	$4.04M	Hold	10,005	–	–	3.38%	6
2024 Q3	$2.62M	Hold	10,005	–	–	2.24%	9
2024 Q2	$1.76M	Hold	10,005	–	–	1.69%	10
2024 Q1	$1.76M	Buy	+10,005	New	+$1.95M	1.69%	10
2022 Q3	$2.85M	Hold	10,725	–	–	4.12%	4
2022 Q2	$2.41M	Hold	10,725	–	–	3.3%	4
2022 Q1	$3.85M	Hold	10,725	–	–	3.97%	4
2021 Q4	$3.78M	Buy	+10,725	New	+$3.6M	3.52%	4

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roberts Capital Advisors's TSLA Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Tesla (TSLA) in Q4 2025, closing a stake of 3,439 shares — an estimated $1.53M sold.

Roberts Capital Advisors first reported a position in TSLA in Q4 2021 and held it in 11 quarters. The position peaked at $4.04M in Q4 2024. 4,335 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Roberts Capital Advisors reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 3,439 Tesla shares in Q4 2025, an estimated $1.53M.
Roberts Capital Advisors first reported a position in Tesla in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's Tesla position peaked at $4.04M in Q4 2024.
4,335 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.