Wolf Group Capital Advisors’s Tesla TSLA Stock Holding History

Wolf Group Capital Advisors’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	$876K	Buy	+3,380	New	+$1.13M	0.29%	92
2024 Q3	–	Sell	-2,917	Closed	-$577K	–	137
2024 Q2	$577K	Buy	+2,917	New	+$510K	0.23%	89
2023 Q4	–	Sell	-1,659	Closed	-$415K	–	110
2023 Q3	$415K	Buy	+1,659	New	+$426K	0.2%	88
2022 Q1	–	Sell	-1,638	Closed	-$577K	–	144
2021 Q4	$577K	Buy	+1,638	New	+$549K	0.09%	108

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

Wolf Group Capital Advisors's TSLA Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Tesla (TSLA) in Q1 2025: 3,380 shares worth $876K. The stake represents 0.29% of the portfolio and ranks #92 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in TSLA as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in TSLA in Q4 2021 and has held it in 4 quarters since. 3,565 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Wolf Group Capital Advisors held 3,380 shares of Tesla worth $876K as of Q1 2025.
Tesla was a new Wolf Group Capital Advisors position in Q1 2025.
Tesla made up 0.29% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #92 holding.
Wolf Group Capital Advisors first reported a position in Tesla in Q4 2021 and has held it in 4 quarters since.
3,565 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.