UIM
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Unified Investment Management’s Tesla TSLA Stock Holding History

Unified Investment 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
Q4 		– Sell
-495
Closed -$220K – 142
2025
Q3 		$220K Buy
+495
New +$172K 0.22% 125
2025
Q1 		– Sell
-540
Closed -$218K – 122
2024
Q4 		$218K Buy
+540
New +$174K 0.25% 105

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Unified Investment Management's TSLA Position: Q4 2025 in Review

Unified Investment Management sold out of Tesla (TSLA) in Q4 2025, closing a stake of 495 shares — an estimated $220K sold.

Unified Investment Management first reported a position in TSLA in Q4 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 4,350 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

  • Unified Investment Management reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
  • Unified Investment Management sold 495 Tesla shares in Q4 2025, an estimated $220K.
  • Unified Investment Management first reported a position in Tesla in Q4 2024 and held it in 2 quarters.
  • Unified Investment Management's Tesla position peaked at $220K in Q3 2025.
  • 4,350 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Unified Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.