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Sterling Financial Group’s Tesla TSLA Stock Holding History

Sterling Financial 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 		$1.19M Sell
2,668
-62
-2% -$21.5K 0.38% 31
2025
Q2 		$867K Sell
2,730
-52
-2% -$15.7K 0.29% 35
2025
Q1 		$721K Buy
2,782
+88
+3% +$29.3K 0.26% 35
2024
Q4 		$1.09M Buy
2,694
+156
+6% +$50.2K 0.4% 32
2024
Q3 		$664K Buy
2,538
+147
+6% +$33.5K 0.28% 35
2024
Q2 		$473K Sell
2,391
-250
-9% -$43.7K 0.21% 39
2024
Q1 		$464K Buy
2,641
+1,154
+78% +$225K 0.22% 38
2023
Q4 		$369K Sell
1,487
-72
-5% -$17.1K 0.22% 41
2023
Q3 		$390K Buy
1,559
+31
+2% +$7.96K 0.25% 37
2023
Q2 		$400K Buy
+1,528
New +$306K 0.27% 39

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

Sterling Financial Group's TSLA Position: Q3 2025 in Review

Sterling Financial Group reduced its Tesla (TSLA) stake by 2.3% in Q3 2025, selling an estimated $21.5K and leaving 2,668 shares worth $1.19M. The position accounts for 0.38% of the portfolio, ranked #31.

Sterling Financial Group first reported a position in TSLA in Q2 2023 and has held it in 10 quarters since. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Sterling Financial Group held 2,668 shares of Tesla worth $1.19M as of Q3 2025.
  • Sterling Financial Group sold 62 Tesla shares in Q3 2025, an estimated $21.5K.
  • Tesla made up 0.38% of Sterling Financial Group's portfolio in Q3 2025, its #31 holding.
  • Sterling Financial Group first reported a position in Tesla in Q2 2023 and has held it in 10 quarters since.
  • 3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.