Waypoint Wealth Partners’s Tesla TSLA Stock Holding History

Waypoint Wealth Partners’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	$387K	Hold	1,218	–	–	0.09%	59
2025 Q1	$316K	Sell	1,218 -1,402	-54%	-$467K	0.09%	51
2024 Q4	$1.06M	Sell	2,620 -158	-6%	-$50.8K	0.29%	29
2024 Q3	$727K	Buy	2,778 +1,150	+71%	+$262K	0.19%	34
2024 Q2	$322K	Buy	1,628 +70	+4%	+$12.2K	0.09%	53
2024 Q1	$274K	Sell	1,558 -472	-23%	-$92.2K	0.08%	63
2023 Q4	$504K	Buy	2,030 +30	+2%	+$7.13K	0.16%	36
2023 Q3	$500K	Hold	2,000	–	–	0.17%	35
2023 Q2	$524K	Hold	2,000	–	–	0.18%	31
2023 Q1	$415K	Sell	2,000 -1,000	-33%	-$174K	0.15%	39
2022 Q4	$370K	Sell	3,000 -22	-0.7%	-$4.17K	0.15%	36
2022 Q3	$802K	Buy	3,022 +13	+0.4%	+$3.63K	0.34%	25
2022 Q2	$675K	Sell	3,009 -9	-0.3%	-$2.46K	0.26%	29
2022 Q1	$1.08M	Sell	3,018 -318	-10%	-$99K	0.4%	22
2021 Q4	$1.18M	Buy	3,336 +336	+11%	+$113K	0.4%	22
2021 Q3	$775K	Hold	3,000	–	–	0.29%	21
2021 Q2	$680K	Hold	3,000	–	–	0.26%	20
2021 Q1	$668K	Sell	3,000 -3,000	-50%	-$753K	0.49%	19
2020 Q4	$1.41M	Buy	+6,000	New	+$1.02M	1.11%	10

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waypoint Wealth Partners's TSLA Position: Q2 2025 in Review

Waypoint Wealth Partners held its Tesla (TSLA) position steady in Q2 2025 at 1,218 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #59.

Waypoint Wealth Partners first reported a position in TSLA in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.41M in Q4 2020. 3,727 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Waypoint Wealth Partners held 1,218 shares of Tesla worth $387K as of Q2 2025.
Waypoint Wealth Partners left its Tesla share count unchanged in Q2 2025.
Tesla made up 0.09% of Waypoint Wealth Partners's portfolio in Q2 2025, its #59 holding.
Waypoint Wealth Partners first reported a position in Tesla in Q4 2020 and has held it in 19 quarters since.
Waypoint Wealth Partners's Tesla position peaked at $1.41M in Q4 2020.
3,727 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.