U.S. Wealth Group’s Tesla TSLA Stock Holding History

U.S. Wealth 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 Q4	$392K	Hold	872	–	–	0.26%	38
2025 Q3	$388K	Hold	872	–	–	0.25%	38
2025 Q2	$227K	Buy	+872	New	+$263K	0.18%	37
2025 Q1	–	Sell	-573	Closed	-$231K	–	42
2024 Q4	$231K	Buy	+573	New	+$184K	0.17%	38

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

U.S. Wealth Group's TSLA Position: Q4 2025 in Review

U.S. Wealth Group held its Tesla (TSLA) position steady in Q4 2025 at 872 shares worth $392K. The position accounts for 0.26% of the portfolio, ranked #38.

U.S. Wealth Group first reported a position in TSLA in Q4 2024 and has held it in 4 quarters since. 4,335 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

U.S. Wealth Group held 872 shares of Tesla worth $392K as of Q4 2025.
U.S. Wealth Group left its Tesla share count unchanged in Q4 2025.
Tesla made up 0.26% of U.S. Wealth Group's portfolio in Q4 2025, its #38 holding.
U.S. Wealth Group first reported a position in Tesla in Q4 2024 and has held it in 4 quarters since.
4,335 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.