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Vantage Financial Partners (Wisconsin)’s Tesla TSLA Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$704K Buy
1,566
+78
+5% +$34.6K 0.14% 92
2025
Q3 		$662K Sell
1,488
-5,244
-78% -$1.82M 0.14% 96
2025
Q2 		$2.14M Buy
6,732
+137
+2% +$41.3K 0.49% 37
2025
Q1 		$1.71M Buy
6,595
+3,494
+113% +$1.16M 0.42% 36
2024
Q4 		$1.25M Sell
3,101
-2,138
-41% -$688K 0.31% 52
2024
Q3 		$1.37M Sell
5,239
-1,425
-21% -$325K 0.34% 43
2024
Q2 		$1.32M Buy
6,664
+2,098
+46% +$367K 0.34% 37
2024
Q1 		$803K Sell
4,566
-1,197
-21% -$234K 0.22% 55
2023
Q4 		$1.43M Buy
5,763
+346
+6% +$82.2K 0.42% 34
2023
Q3 		$1.36M Buy
5,417
+1,828
+51% +$470K 0.53% 25
2023
Q2 		$939K Sell
3,589
-3,494
-49% -$699K 0.35% 27
2023
Q1 		$1.47M Sell
7,083
-456
-6% -$79.5K 0.58% 25
2022
Q4 		$929K Buy
7,539
+3,104
+70% +$588K 0.55% 17
2022
Q3 		$1.18M Buy
+4,435
New +$1.24M 0.79% 16
2022
Q2 		– Sell
-597
Closed -$214K – 64
2022
Q1 		$214K Buy
+597
New +$186K 0.11% 58

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s TSLA Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Tesla (TSLA) stake by 5.2% in Q4 2025, buying an estimated $34.6K and bringing the position to 1,566 shares worth $704K. The position accounts for 0.14% of the portfolio, ranked #92.

Vantage Financial Partners (Wisconsin) first reported a position in TSLA in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.14M in Q2 2025. 4,335 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 1,566 shares of Tesla worth $704K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 78 Tesla shares in Q4 2025, an estimated $34.6K.
  • Tesla made up 0.14% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #92 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Tesla in Q1 2022 and has held it in 15 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Tesla position peaked at $2.14M in Q2 2025.
  • 4,335 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.