TSLA — TESLA INC

Ownership history in Simplicity Wealth,LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in TESLA INC (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.53% (2024 Q4)
Avg. % of fund
0.63%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,111 -2,781 -9.6% 0.70% $11.7M $449.72
2025 Q3 REDUCED 28,892 -7,783 -21.2% 0.74% $12.8M $444.72
2025 Q2 ADDED 36,675 +6,326 +20.8% 0.48% $11.7M $317.66
2025 Q1 ADDED 30,349 +12,131 +66.6% 0.61% $7.9M $259.16
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TSLA price (monthly, adj. close)

Other funds also holding TSLA

As of 2025 Q4 — sorted by position size

Neumann Advisory Hong Kong Ltd 3Y 7Y 77.34% Teilinger Capital Ltd. 3Y 7Y 54.13% Sloy Dahl & Holst, LLC 3Y 52.28% Halter Ferguson Financial Inc. 50.19% Panoramic Hills Capital Ltd 48.62% Thiel Macro LLC 3Y 38.83% Prime Capital Management Co Ltd 3Y 7Y 38.45% SYMMETRY PEAK MANAGEMENT LLC 3Y 7Y 33.67% Tao Capital Management LP 3Y 33.39% WIM INVESTMENT MANAGEMENT Ltd 32.25%
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