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Sonora Investment Management Group’s Tesla TSLA Stock Holding History

Sonora Investment Management 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
Q3 		$3.8M Sell
8,539
-300
-3% -$104K 0.27% 76
2025
Q2 		$2.81M Sell
8,839
-196
-2% -$59K 0.21% 85
2025
Q1 		$2.34M Sell
9,035
-852
-9% -$284K 0.19% 99
2024
Q4 		$3.99M Sell
9,887
-7
-0.1% -$2.25K 0.31% 75
2024
Q3 		$2.59M Buy
9,894
+338
+4% +$77.1K 0.19% 96
2024
Q2 		$1.68M Hold
9,556
– – 0.13% 118
2024
Q1 		$1.68M Buy
9,556
+238
+3% +$46.5K 0.13% 118
2023
Q4 		$2.32M Buy
9,318
+55
+0.6% +$13.1K 0.19% 104
2023
Q3 		$2.32M Buy
9,263
+741
+9% +$190K 0.2% 104
2023
Q2 		$2.23M Sell
8,522
-400
-4% -$80K 0.19% 106
2023
Q1 		$1.85M Buy
8,922
+699
+9% +$122K 0.16% 111
2022
Q4 		$1.01M Buy
8,223
+6,192
+305% +$1.17M 0.09% 135
2022
Q3 		$1.37M Sell
2,031
-4,062
-67% -$1.13M 0.18% 91
2022
Q2 		$1.37M Buy
6,093
+1,101
+22% +$301K 0.13% 121
2022
Q1 		$1.79M Buy
4,992
+963
+24% +$300K 0.2% 91
2021
Q4 		$1.42M Buy
+4,029
New +$1.35M 0.16% 95

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

Sonora Investment Management Group's TSLA Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Tesla (TSLA) stake by 3.4% in Q3 2025, selling an estimated $104K and leaving 8,539 shares worth $3.8M. The position accounts for 0.27% of the portfolio, ranked #76.

Sonora Investment Management Group first reported a position in TSLA in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.99M in Q4 2024. 3,974 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Sonora Investment Management Group held 8,539 shares of Tesla worth $3.8M as of Q3 2025.
  • Sonora Investment Management Group sold 300 Tesla shares in Q3 2025, an estimated $104K.
  • Tesla made up 0.27% of Sonora Investment Management Group's portfolio in Q3 2025, its #76 holding.
  • Sonora Investment Management Group first reported a position in Tesla in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Tesla position peaked at $3.99M in Q4 2024.
  • 3,974 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.