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Transform Wealth’s Tesla TSLA Stock Holding History

Transform Wealth’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 		$1.57M Sell
6,058
-151
-2% -$50.3K 0.1% 125
2024
Q4 		$2.51M Buy
6,209
+666
+12% +$214K 0.14% 110
2024
Q3 		$1.45M Buy
5,543
+843
+18% +$192K 0.1% 111
2024
Q2 		$930K Buy
4,700
+8
+0.2% +$1.4K 0.07% 126
2024
Q1 		$825K Buy
4,692
+9
+0.2% +$1.76K 0.08% 129
2023
Q4 		$1.16M Buy
4,683
+657
+16% +$156K 0.11% 129
2023
Q3 		$1.01M Sell
4,026
-11
-0.3% -$2.83K 0.11% 130
2023
Q2 		$1.06M Buy
4,037
+176
+5% +$35.2K 0.1% 131
2023
Q1 		$801K Buy
3,861
+851
+28% +$148K 0.08% 140
2022
Q4 		$371K Buy
3,010
+284
+10% +$53.8K 0.04% 169
2022
Q3 		$723K Sell
2,726
-16
-0.6% -$4.47K 0.09% 105
2022
Q2 		$616K Sell
2,742
-366
-12% -$99.9K 0.09% 111
2022
Q1 		$1.12M Sell
3,108
-30
-1% -$9.34K 0.13% 106
2021
Q4 		$1.1M Buy
3,138
+48
+2% +$16.1K 0.12% 107
2021
Q3 		$799K Hold
3,090
– – 0.09% 128
2021
Q2 		$700K Buy
3,090
+1,536
+99% +$333K 0.09% 149
2021
Q1 		$346K Sell
1,554
-387
-20% -$97.2K 0.07% 179
2020
Q4 		$457K Sell
1,941
-660
-25% -$113K 0.1% 154
2020
Q3 		$372K Sell
2,601
-579
-18% -$68.4K 0.06% 163
2020
Q2 		$229K Buy
+3,180
New +$172K 0.04% 203

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's TSLA Position: Q1 2025 in Review

Transform Wealth reduced its Tesla (TSLA) stake by 2.4% in Q1 2025, selling an estimated $50.3K and leaving 6,058 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #125.

Transform Wealth first reported a position in TSLA in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.51M in Q4 2024. 3,565 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

  • Transform Wealth held 6,058 shares of Tesla worth $1.57M as of Q1 2025.
  • Transform Wealth sold 151 Tesla shares in Q1 2025, an estimated $50.3K.
  • Tesla made up 0.1% of Transform Wealth's portfolio in Q1 2025, its #125 holding.
  • Transform Wealth first reported a position in Tesla in Q2 2020 and has held it in 20 quarters since.
  • Transform Wealth's Tesla position peaked at $2.51M in Q4 2024.
  • 3,565 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.