TSLA β€” TESLA INC

Ownership history in Abound Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Abound Wealth Management reported TESLA INC (TSLA) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 3.32% in 2024 Q2. The latest visible filing shows TSLA at 2.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TSLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in TESLA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TSLA was reported at 2.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.32% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abound Wealth Management held TSLA β€” position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 19,011 +560 +3.0% 2.00% $8.5M 2026-02-14 (Est.) $417.44
2025 Q3 REDUCED 18,451 -867 -4.5% 2.05% $8.2M 2025-10-10 $413.49
2025 Q2 REDUCED 19,318 -24 -0.1% 1.73% $6.1M 2025-07-14 $316.90
2025 Q1 ADDED 19,342 +1,845 +10.5% 1.67% $5.0M 2025-04-17 $241.37
2024 Q4 REDUCED 17,497 -602 -3.3% 2.27% $7.1M 2025-01-13 $403.31
2024 Q3 ADDED 18,099 +13,825 +323.5% 1.57% $4.7M 2024-11-04 $242.84
2024 Q2 INITIATED 4,274 β€” β€” 3.32% $4.6M 2024-08-12 $197.49

FAQ About Abound Wealth Management and TSLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning TSLA?

Abound Wealth Management reported TSLA across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported TSLA position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for TSLA was 3.32% in 2024 Q2.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2025 Q4, when Abound Wealth Management reported 19,011 shares, equal to 2.00% of portfolio, with an estimated market value of $8.5M.

What does the chart on this TSLA ownership page compare?

The chart compares Abound Wealth Management's quarterly TSLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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