Sage Advisors’s Tesla TSLA Stock Holding History

Sage 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	$622K	Buy	1,384 +361	+35%	+$160K	0.41%	27
2025 Q3	$455K	Buy	1,023 +128	+14%	+$44.4K	0.33%	29
2025 Q2	$284K	Sell	895 -16	-2%	-$4.82K	0.2%	29
2025 Q1	$236K	Buy	+911	New	+$304K	0.17%	30

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

Sage Advisors's TSLA Position: Q4 2025 in Review

Sage Advisors increased its Tesla (TSLA) stake by 35% in Q4 2025, buying an estimated $160K and bringing the position to 1,384 shares worth $622K. The position accounts for 0.41% of the portfolio, ranked #27.

Sage Advisors first reported a position in TSLA in Q1 2025 and has held it in 4 quarters since. 4,335 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Sage Advisors held 1,384 shares of Tesla worth $622K as of Q4 2025.
Sage Advisors bought 361 Tesla shares in Q4 2025, an estimated $160K.
Tesla made up 0.41% of Sage Advisors's portfolio in Q4 2025, its #27 holding.
Sage Advisors first reported a position in Tesla in Q1 2025 and has held it in 4 quarters since.
4,335 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.