TSLA TESLA INC

Ownership history in Sequoia Financial Advisors, LLC  ·  42 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported TESLA INC (TSLA) in 42 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows TSLA at 0.28% 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 Sequoia Financial Advisors, LLC'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 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q4

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 Sequoia Financial Advisors, LLC held TSLA — position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 16 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 109,703 +5,709 +5.5% 0.28% $49.3M 2026-02-14 (Est.) $417.44
2025 Q3 ADDED 103,994 +103,894 +103894.0% 0.28% $46.2M 2025-10-29 $461.51
2025 Q3 REDUCED 100 -100,470 -99.9% 0.00% $44K 2025-10-29 $461.51
2025 Q2 ADDED 100,570 +99,570 +9957.0% 0.22% $31.9M 2025-07-25 $316.06
2025 Q2 ADDED 1,000 +200 +25.0% 0.00% $318K 2025-07-25 $316.06
2025 Q2 REDUCED 800 -87,871 -99.1% 0.00% $254K 2025-07-25 $316.06
2025 Q1 ADDED 88,671 +87,671 +8767.1% 0.18% $23.0M 2025-04-23 $250.74
2025 Q1 ADDED 1,000 +300 +42.9% 0.00% $259K 2025-04-23 $250.74
2025 Q1 REDUCED 700 -82,232 -99.2% 0.00% $181K 2025-04-23 $250.74
2024 Q4 ADDED 82,932 +82,232 +11747.4% 0.32% $33.5M 2025-02-07 $361.62
2024 Q4 REDUCED 700 -76,836 -99.1% 0.00% $283K 2025-02-07 $361.62
2024 Q3 ADDED 77,536 +76,536 +7653.6% 0.22% $20.3M 2024-10-21 $218.85
2024 Q3 REDUCED 1,000 -73,173 -98.7% 0.00% $262K 2024-10-21 $218.85
2024 Q2 ADDED 74,173 +6,053 +8.9% 0.18% $14.7M 2024-07-15 $252.64
2024 Q1 REDUCED 68,120 -24,515 -26.5% 0.15% $12.0M 2024-04-30 $183.28
2023 Q4 ADDED 92,635 +28,768 +45.0% 0.29% $23.0M 2024-01-26 $183.25
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sequoia Financial Advisors, LLC and TSLA

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

How long has Sequoia Financial Advisors, LLC reported owning TSLA?

Sequoia Financial Advisors, LLC reported TSLA across 16 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TSLA position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for TSLA was 0.32% in 2024 Q4.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2025 Q4, when Sequoia Financial Advisors, LLC reported 109,703 shares, equal to 0.28% of portfolio, with an estimated market value of $49.3M.

What does the chart on this TSLA ownership page compare?

The chart compares Sequoia Financial Advisors, LLC'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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