TSLA β€” TESLA INC

Ownership history in Brown Shipley& Co Ltd  Β·  12 quarters on record

AI Ownership Summary

Brown Shipley& Co Ltd reported TESLA INC (TSLA) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.66% in 2025 Q3. The latest visible filing shows TSLA at 3.51% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brown Shipley& Co Ltd'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 3.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.66% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 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 Brown Shipley& Co Ltd held TSLA β€” position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,594 -987 -6.3% 3.51% $6.6M 2026-02-14 (Est.) $417.44
2025 Q3 REDUCED 15,581 -794 -4.8% 3.66% $6.9M 2025-10-20 $447.43
2025 Q2 REDUCED 16,375 -651 -3.8% 2.86% $5.2M 2025-07-18 $329.65
2025 Q1 REDUCED 17,026 -353 -2.0% 2.50% $4.4M 2025-05-14 $347.68
2024 Q4 REDUCED 17,379 -3,844 -18.1% 3.48% $7.0M 2025-02-18 $354.11
2024 Q3 REDUCED 21,223 -3,120 -12.8% 2.73% $5.6M 2024-11-14 $311.18
2024 Q2 REDUCED 24,343 -601 -2.4% 2.17% $4.8M 2024-08-19 $222.72
2024 Q1 REDUCED 24,944 -2,498 -9.1% 1.62% $4.9M 2024-05-14 $177.55
2023 Q4 ADDED 27,442 +109 +0.4% 3.38% $6.8M 2024-03-07 $178.65
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Brown Shipley& Co Ltd and TSLA

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

How long has Brown Shipley& Co Ltd reported owning TSLA?

Brown Shipley& Co Ltd reported TSLA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TSLA position in Brown Shipley& Co Ltd's portfolio?

The largest reported portfolio weight for TSLA was 3.66% in 2025 Q3.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2025 Q4, when Brown Shipley& Co Ltd reported 14,594 shares, equal to 3.51% of portfolio, with an estimated market value of $6.6M.

What does the chart on this TSLA ownership page compare?

The chart compares Brown Shipley& Co Ltd'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.

← Back to Brown Shipley& Co Ltd Holdings