TSLA — TESLA INC

Ownership history in WEALTH EFFECTS LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS 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
1.07% (2025 Q3)
Avg. % of fund
0.78%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,355 -105 -1.4% 1.03% $3.3M $449.72
2025 Q3 ADDED 7,460 +480 +6.9% 1.07% $3.3M $444.72
2025 Q2 REDUCED 6,980 -30 -0.4% 0.83% $2.2M $317.66
2025 Q1 ADDED 7,010 +340 +5.1% 0.76% $1.8M $259.16
13 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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