Tyler-Stone Wealth Management’s Tesla TSLA Stock Holding History

Tyler-Stone 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 Q2	$3.26M	Sell	10,277 -303	-3%	-$91.3K	0.53%	41
2025 Q1	$2.74M	Buy	10,580 +1,416	+15%	+$472K	0.49%	48
2024 Q4	$3.7M	Sell	9,164 -261	-3%	-$84K	0.66%	33
2024 Q3	$2.47M	Buy	9,425 +4,936	+110%	+$1.13M	0.47%	43
2024 Q2	$888K	Sell	4,489 -50	-1%	-$8.74K	0.37%	48
2024 Q1	$798K	Sell	4,539 -223	-5%	-$43.6K	0.35%	53
2023 Q4	$1.18M	Sell	4,762 -455	-9%	-$108K	0.59%	37
2023 Q3	$1.3M	Sell	5,217 -60	-1%	-$15.4K	0.74%	31
2023 Q2	$1.38M	Buy	+5,277	New	+$1.06M	0.78%	29
2022 Q4	$560K	Buy	4,550 +92	+2%	+$17.4K	0.38%	62
2022 Q3	$1.18M	Buy	4,458 +246	+6%	+$68.7K	0.9%	26
2022 Q2	$945K	Buy	4,212 +180	+4%	+$49.1K	0.63%	36
2022 Q1	$1.45M	Buy	4,032 +195	+5%	+$60.7K	0.8%	30
2021 Q4	$1.35M	Buy	+3,837	New	+$1.29M	0.72%	31

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

Tyler-Stone Wealth Management's TSLA Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Tesla (TSLA) stake by 2.9% in Q2 2025, selling an estimated $91.3K and leaving 10,277 shares worth $3.26M. The position accounts for 0.53% of the portfolio, ranked #41.

Tyler-Stone Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.7M in Q4 2024. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Tyler-Stone Wealth Management held 10,277 shares of Tesla worth $3.26M as of Q2 2025.
Tyler-Stone Wealth Management sold 303 Tesla shares in Q2 2025, an estimated $91.3K.
Tesla made up 0.53% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #41 holding.
Tyler-Stone Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Tesla position peaked at $3.7M in Q4 2024.
3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.