Willner & Heller’s Tesla TSLA Stock Holding History

Willner & Heller’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	–	Sell	-713	Closed	-$288K	–	157
2024 Q4	$288K	Buy	+713	New	+$229K	0.25%	121
2022 Q4	–	Sell	-1,095	Closed	-$290K	–	126
2022 Q3	$290K	Buy	1,095 +108	+11%	+$30.2K	0.47%	82
2022 Q2	$222K	Buy	+987	New	+$269K	0.35%	113

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

Willner & Heller's TSLA Position: Q1 2025 in Review

Willner & Heller sold out of Tesla (TSLA) in Q1 2025, closing a stake of 713 shares — an estimated $288K sold.

Willner & Heller first reported a position in TSLA in Q2 2022 and held it in 3 quarters. The position peaked at $290K in Q3 2022. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Willner & Heller reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Willner & Heller sold 713 Tesla shares in Q1 2025, an estimated $288K.
Willner & Heller first reported a position in Tesla in Q2 2022 and held it in 3 quarters.
Willner & Heller's Tesla position peaked at $290K in Q3 2022.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Willner & Heller's 13F filing for Q1 2025, filed 5 May 2025.