Sterling Group Wealth Management’s Tesla TSLA Stock Holding History

Sterling Group Wealth Management’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 Q1	–	Sell	-1,314	Closed	-$531K	–	64
2024 Q4	$531K	Sell	1,314 -104	-7%	-$33.5K	0.28%	28
2024 Q3	$371K	Sell	1,418 -150	-10%	-$34.2K	0.2%	37
2024 Q2	$310K	Buy	+1,568	New	+$274K	0.18%	39
2024 Q1	–	Sell	-1,644	Closed	-$409K	–	40
2023 Q4	$409K	Buy	1,644 +135	+9%	+$32.1K	0.32%	32
2023 Q3	$378K	Buy	1,509 +13	+0.9%	+$3.34K	0.36%	32
2023 Q2	$392K	Sell	1,496 -13	-0.9%	-$2.6K	0.34%	31
2023 Q1	$313K	Buy	+1,509	New	+$263K	0.3%	33

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Group Wealth Management's TSLA Position: Q1 2025 in Review

Sterling Group Wealth Management sold out of Tesla (TSLA) in Q1 2025, closing a stake of 1,314 shares — an estimated $531K sold.

Sterling Group Wealth Management first reported a position in TSLA in Q1 2023 and held it in 7 quarters. The position peaked at $531K in Q4 2024. 3,565 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Sterling Group Wealth Management reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Sterling Group Wealth Management sold 1,314 Tesla shares in Q1 2025, an estimated $531K.
Sterling Group Wealth Management first reported a position in Tesla in Q1 2023 and held it in 7 quarters.
Sterling Group Wealth Management's Tesla position peaked at $531K in Q4 2024.
3,565 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Sterling Group Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.