US Financial Advisors’s Tesla TSLA Stock Holding History

US Financial Advisors’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	$301K	Buy	+1,160	New	+$387K	0.09%	77
2022 Q2	–	Sell	-645	Closed	-$232K	–	79
2022 Q1	$232K	Buy	645 +6	+0.9%	+$1.87K	0.11%	62
2021 Q4	$225K	Buy	+639	New	+$214K	0.1%	70
2021 Q3	–	Sell	-1,014	Closed	-$230K	–	76
2021 Q2	$230K	Hold	1,014	–	–	0.11%	68
2021 Q1	$226K	Hold	1,014	–	–	0.06%	135
2020 Q4	$239K	Buy	+1,014	New	+$173K	0.07%	113
2016 Q1	–	Sell	-1,200	Closed	-$19K	–	602
2015 Q4	$19K	Hold	1,200	–	–	0.02%	250
2015 Q3	$20K	Hold	1,200	–	–	0.03%	209
2015 Q2	$21K	Hold	1,200	–	–	0.02%	179
2015 Q1	$15K	Buy	+1,200	New	+$16.2K	0.01%	225

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

US Financial Advisors's TSLA Position: Q1 2025 in Review

US Financial Advisors opened a new position in Tesla (TSLA) in Q1 2025: 1,160 shares worth $301K. The stake represents 0.09% of the portfolio and ranks #77 among its holdings. This is a return to the name: US Financial Advisors previously reported a position in TSLA as recently as Q1 2022.

US Financial Advisors first reported a position in TSLA in Q1 2015 and has held it in 10 quarters since. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

US Financial Advisors held 1,160 shares of Tesla worth $301K as of Q1 2025.
Tesla was a new US Financial Advisors position in Q1 2025.
Tesla made up 0.09% of US Financial Advisors's portfolio in Q1 2025, its #77 holding.
US Financial Advisors first reported a position in Tesla in Q1 2015 and has held it in 10 quarters since.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.