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Wambolt & Associates’s Tesla TSLA Stock Holding History

Wambolt & Associates’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
Q2 		$938K Buy
3,119
+31
+1% +$9.34K 0.32% 85
2025
Q1 		$829K Buy
3,088
+316
+11% +$105K 0.28% 91
2024
Q4 		$1.12M Buy
2,772
+172
+7% +$55.3K 0.36% 83
2024
Q3 		$671K Sell
2,600
-1,028
-28% -$234K 0.18% 111
2024
Q2 		$761K Sell
3,628
-144
-4% -$25.2K 0.22% 104
2024
Q1 		$661K Sell
3,772
-1,942
-34% -$379K 0.2% 116
2023
Q4 		$1.42M Buy
5,714
+53
+0.9% +$12.6K 0.46% 75
2023
Q3 		$1.42M Buy
5,661
+734
+15% +$189K 0.52% 64
2023
Q2 		$1.29M Buy
4,927
+453
+10% +$90.6K 0.46% 80
2023
Q1 		$871K Buy
4,474
+498
+13% +$86.9K 0.31% 115
2022
Q4 		$490K Buy
3,976
+902
+29% +$171K 0.19% 153
2022
Q3 		$815K Buy
3,074
+467
+18% +$130K 0.35% 105
2022
Q2 		$585K Buy
2,607
+510
+24% +$139K 0.24% 133
2022
Q1 		$758K Buy
2,097
+495
+31% +$154K 0.28% 123
2021
Q4 		$564K Buy
1,602
+480
+43% +$161K 0.2% 146
2021
Q3 		$290K Buy
+1,122
New +$264K 0.12% 194

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wambolt & Associates's TSLA Position: Q2 2025 in Review

Wambolt & Associates increased its Tesla (TSLA) stake by 1% in Q2 2025, buying an estimated $9.34K and bringing the position to 3,119 shares worth $938K. The position accounts for 0.32% of the portfolio, ranked #85.

Wambolt & Associates first reported a position in TSLA in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.42M in Q3 2023. 3,726 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Wambolt & Associates held 3,119 shares of Tesla worth $938K as of Q2 2025.
  • Wambolt & Associates bought 31 Tesla shares in Q2 2025, an estimated $9.34K.
  • Tesla made up 0.32% of Wambolt & Associates's portfolio in Q2 2025, its #85 holding.
  • Wambolt & Associates first reported a position in Tesla in Q3 2021 and has held it in 16 quarters since.
  • Wambolt & Associates's Tesla position peaked at $1.42M in Q3 2023.
  • 3,726 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.