Stamos Capital Partners’s Tesla TSLA Stock Holding History

Stamos Capital Partners’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 Q2	–	Sell	-3,088	Closed	-$800K	–	142
2025 Q1	$800K	Buy	+3,088	New	+$1.03M	0.21%	113
2024 Q4	–	Sell	-1,010	Closed	-$264K	–	133
2024 Q3	$264K	Sell	1,010 -4,120	-80%	-$940K	0.06%	120
2024 Q2	$1.02M	Sell	5,130 -1,780	-26%	-$311K	0.22%	105
2024 Q1	$1.21M	Buy	6,910 +4,950	+253%	+$967K	0.28%	84
2023 Q4	$487K	Sell	1,960 -5,030	-72%	-$1.2M	0.13%	114
2023 Q3	$1.75M	Sell	6,990 -470	-6%	-$121K	0.39%	74
2023 Q2	$1.95M	Sell	7,460 -7,860	-51%	-$1.57M	0.46%	68
2023 Q1	$3.18M	Sell	15,320 -1,540	-9%	-$269K	0.82%	31
2022 Q4	$2.08M	Buy	16,860 +2,865	+20%	+$542K	0.66%	50
2022 Q3	$3.71M	Buy	13,995 +7,530	+116%	+$2.1M	0.94%	34
2022 Q2	$1.45M	Buy	+6,465	New	+$1.76M	0.44%	48
2021 Q1	–	Sell	-3,000	Closed	-$706K	–	53
2020 Q4	$706K	Sell	3,000 -4,200	-58%	-$717K	0.3%	45
2020 Q3	$1.03M	Sell	7,200 -15,300	-68%	-$1.81M	0.38%	43
2020 Q2	$1.62M	Sell	22,500 -13,395	-37%	-$725K	0.93%	27
2020 Q1	$1.25M	Buy	35,895 +90	+0.3%	+$3.73K	0.66%	48
2019 Q4	$999K	Sell	35,805 -27,195	-43%	-$590K	0.81%	32
2019 Q3	$1.01M	Hold	63,000	–	–	0.9%	31
2019 Q2	$954K	Buy	63,000 +24,120	+62%	+$375K	0.95%	31
2019 Q1	$764K	Hold	38,880	–	–	0.98%	33
2018 Q4	$863K	Buy	+38,880	New	+$836K	0.65%	45

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Stamos Capital Partners's TSLA Position: Q2 2025 in Review

Stamos Capital Partners sold out of Tesla (TSLA) in Q2 2025, closing a stake of 3,088 shares — an estimated $800K sold.

Stamos Capital Partners first reported a position in TSLA in Q4 2018 and held it in 20 quarters. The position peaked at $3.71M in Q3 2022. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Stamos Capital Partners reported no remaining Tesla position as of Q2 2025 after selling out during the quarter.
Stamos Capital Partners sold 3,088 Tesla shares in Q2 2025, an estimated $800K.
Stamos Capital Partners first reported a position in Tesla in Q4 2018 and held it in 20 quarters.
Stamos Capital Partners's Tesla position peaked at $3.71M in Q3 2022.
3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Stamos Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.