Virtus Investment Advisers’s Tesla TSLA Stock Holding History

Virtus Investment Advisers’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	-5,626	Closed	-$2.5M	–	543
2025 Q3	$2.5M	Buy	5,626 +763	+16%	+$265K	0.72%	2
2025 Q2	$1.54M	Buy	4,863 +1,293	+36%	+$390K	0.52%	62
2025 Q1	$925K	Buy	3,570 +3,070	+614%	+$1.02M	0.25%	169
2024 Q4	$202K	Buy	+500	New	+$161K	0.16%	199
2024 Q2	–	Sell	-827	Closed	-$145K	–	374
2024 Q1	$145K	Sell	827 -288	-26%	-$56.3K	0.1%	217
2023 Q4	$277K	Buy	1,115 +200	+22%	+$47.5K	0.21%	138
2023 Q3	$229K	Buy	+915	New	+$235K	0.16%	157

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtus Investment Advisers's TSLA Position: Q4 2025 in Review

Virtus Investment Advisers sold out of Tesla (TSLA) in Q4 2025, closing a stake of 5,626 shares — an estimated $2.5M sold.

Virtus Investment Advisers first reported a position in TSLA in Q3 2023 and held it in 7 quarters. The position peaked at $2.5M in Q3 2025. 4,350 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Virtus Investment Advisers reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
Virtus Investment Advisers sold 5,626 Tesla shares in Q4 2025, an estimated $2.5M.
Virtus Investment Advisers first reported a position in Tesla in Q3 2023 and held it in 7 quarters.
Virtus Investment Advisers's Tesla position peaked at $2.5M in Q3 2025.
4,350 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.