SS&H Financial Advisors’s Tesla TSLA Stock Holding History

SS&H Financial 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	$639K	Hold	1,420	–	–	0.19%	82
2025 Q3	$632K	Hold	1,420	–	–	0.19%	81
2025 Q2	$451K	Hold	1,420	–	–	0.15%	93
2025 Q1	$368K	Hold	1,420	–	–	0.14%	101
2024 Q4	$574K	Hold	1,420	–	–	0.21%	85
2024 Q3	$372K	Hold	1,420	–	–	0.14%	109
2024 Q2	$281K	Sell	1,420 -600	-30%	-$105K	0.11%	111
2024 Q1	$355K	Hold	2,020	–	–	0.15%	102
2023 Q4	$502K	Sell	2,020 -200	-9%	-$47.5K	0.21%	87
2023 Q3	$555K	Buy	+2,220	New	+$570K	0.26%	81
2023 Q1	$461K	Buy	2,220 +250	+13%	+$43.6K	0.21%	91
2022 Q4	$243K	Buy	1,970 +500	+34%	+$94.7K	0.12%	109
2022 Q3	$390K	Hold	1,470	–	–	0.2%	93
2022 Q2	$330K	Buy	1,470 +600	+69%	+$164K	0.15%	101
2022 Q1	$313K	Buy	+870	New	+$271K	0.12%	116

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

SS&H Financial Advisors's TSLA Position: Q4 2025 in Review

SS&H Financial Advisors held its Tesla (TSLA) position steady in Q4 2025 at 1,420 shares worth $639K. The position accounts for 0.19% of the portfolio, ranked #82.

SS&H Financial Advisors first reported a position in TSLA in Q1 2022 and has held it in 15 quarters since. 4,335 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

SS&H Financial Advisors held 1,420 shares of Tesla worth $639K as of Q4 2025.
SS&H Financial Advisors left its Tesla share count unchanged in Q4 2025.
Tesla made up 0.19% of SS&H Financial Advisors's portfolio in Q4 2025, its #82 holding.
SS&H Financial Advisors first reported a position in Tesla in Q1 2022 and has held it in 15 quarters since.
4,335 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.