SageView Advisory Group’s Tesla TSLA Stock Holding History

SageView Advisory Group’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	$7.29M	Buy	16,205 +1,003	+7%	+$445K	0.25%	52
2025 Q3	$6.76M	Buy	15,202 +492	+3%	+$171K	0.23%	54
2025 Q2	$4.79M	Buy	14,710 +712	+5%	+$215K	0.18%	60
2025 Q1	$3.63M	Sell	13,998 -686	-5%	-$229K	0.15%	74
2024 Q4	$5.93M	Sell	14,684 -263	-2%	-$84.6K	0.26%	50
2024 Q3	$3.91M	Buy	14,947 +667	+5%	+$152K	0.2%	68
2024 Q2	$2.83M	Buy	+14,280	New	+$2.5M	0.13%	98
2024 Q1	–	Sell	-19,170	Closed	-$3.67M	–	836
2023 Q4	$3.67M	Buy	19,170 +9,271	+94%	+$2.2M	0.16%	81
2023 Q3	$2.48M	Buy	9,899 +2,754	+39%	+$707K	0.14%	98
2023 Q2	$1.87M	Buy	7,145 +3,167	+80%	+$633K	0.1%	121
2023 Q1	$825K	Buy	3,978 +1,044	+36%	+$182K	0.05%	236
2022 Q4	$361K	Buy	+2,934	New	+$556K	0.03%	296

Other funds holding TSLA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return