Wealthquest Corp Takes $1.04 Million Position in Tesla, Inc. $TSLA

Wealthquest Corp bought a new stake in Tesla, Inc. (NASDAQ:TSLA) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 2,302 shares of the electric vehicle producer’s stock, valued at approximately $1,035,000.

Other large investors also recently bought and sold shares of the company. Brighton Jones LLC grew its position in shares of Tesla by 11.8% during the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock worth $35,509,000 after buying an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in Tesla by 21.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer’s stock valued at $2,147,000 after acquiring an additional 931 shares in the last quarter. Bison Wealth LLC raised its holdings in Tesla by 52.2% in the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock valued at $4,187,000 after acquiring an additional 3,558 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Tesla by 9.1% in the second quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer’s stock worth $3,855,000 after acquiring an additional 1,011 shares during the last quarter. Finally, AGP Franklin LLC grew its holdings in Tesla by 21.2% during the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer’s stock worth $1,544,000 after acquiring an additional 851 shares in the last quarter. Hedge funds and other institutional investors own 66.20% of the company’s stock.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla’s disclosed stake in SpaceX is drawing fresh investor interest as SpaceX’s planned IPO could indirectly highlight Tesla’s exposure to Elon Musk’s broader private-company ecosystem and improve the market’s view of Tesla’s AI and autonomy story. Did Tesla’s SpaceX Stake And China FSD Rollout Just Reframe TSLA’s AI And Autonomy Story?
• Positive Sentiment: Reports that retail investors may be able to access the upcoming SpaceX IPO through platforms such as Robinhood, E-TRADE, and SoFi are adding to the buzz around Musk-linked assets, which can spill over into Tesla sentiment. Tesla Investor Shares How Retail Investors Can Participate In Blockbuster SpaceX IPO Via Robinhood, Sofi
• Positive Sentiment: Coverage around Tesla’s Full Self-Driving rollout in China and broader AI/autonomy progress is reinforcing the thesis that Tesla remains a key long-term beneficiary of self-driving and robotics adoption. Weekend Round-Up: Tesla’s FSD In China, Nvidia’s Uber Partnership, Boeing’s 737 Max Case Victory And More
• Neutral Sentiment: Several market roundups continue to list Tesla among stocks to watch or near buy points, suggesting investors still see momentum, but these are mostly broad market commentary rather than company-specific catalysts. Dow Jones Futures: Trump Says Iran Deal Announcement ‘Shortly’ With Hormuz ‘Opened’; Tesla, AI Stocks Near Buy Points
• Negative Sentiment: Ford’s renewed push into Europe highlights intensifying competition in EVs, which could pressure Tesla’s growth narrative in overseas markets. Ford Takes Aim At Tesla And BYD In Europe With New Electric Hatchback, SUV Roadmap
• Negative Sentiment: Commentary on Tesla robotaxi issues in Texas keeps execution risk in focus, reminding investors that autonomy remains promising but not yet fully proven commercially. Tesla Robotaxi Problems in Texas: What Could It Mean for TSLA Stock?

Analyst Upgrades and Downgrades

A number of brokerages have commented on TSLA. Phillip Securities dropped their price objective on shares of Tesla from $220.00 to $215.00 and set a “sell” rating on the stock in a research report on Wednesday, May 13th. Mizuho lowered their target price on shares of Tesla from $540.00 to $480.00 and set an “outperform” rating for the company in a research note on Thursday, April 23rd. Needham & Company LLC reissued a “hold” rating on shares of Tesla in a report on Thursday, April 23rd. Morgan Stanley set a $415.00 price target on Tesla and gave the company an “equal weight” rating in a research note on Thursday, January 29th. Finally, Roth Mkm reaffirmed a “buy” rating on shares of Tesla in a report on Thursday, April 23rd. Nineteen investment analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $395.20.

Insider Activity

In related news, CFO Vaibhav Taneja sold 3,000 shares of the company’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $450.00, for a total value of $1,350,000.00. Following the completion of the sale, the chief financial officer directly owned 18,106 shares of the company’s stock, valued at $8,147,700. This represents a 14.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Kathleen Wilson-Thompson sold 26,409 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $378.11, for a total value of $9,985,506.99. Following the transaction, the director owned 48,399 shares in the company, valued at $18,300,145.89. This represents a 35.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 83,213 shares of company stock worth $32,201,105. Corporate insiders own 19.90% of the company’s stock.

Tesla Stock Performance

Shares of Tesla stock opened at $426.01 on Monday. The company has a current ratio of 2.04, a quick ratio of 1.62 and a debt-to-equity ratio of 0.09. The company has a fifty day simple moving average of $387.76 and a 200-day simple moving average of $416.55. The stock has a market cap of $1.60 trillion, a price-to-earnings ratio of 390.83, a PEG ratio of 16.82 and a beta of 1.79. Tesla, Inc. has a 12-month low of $273.21 and a 12-month high of $498.83.

Tesla (NASDAQ:TSLA) last announced its quarterly earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 EPS for the quarter, topping the consensus estimate of $0.39 by $0.02. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The firm had revenue of $22.39 billion for the quarter, compared to analyst estimates of $22.96 billion. During the same period last year, the business earned $0.27 EPS. Tesla’s revenue for the quarter was up 15.8% compared to the same quarter last year. On average, equities analysts forecast that Tesla, Inc. will post 1.2 EPS for the current fiscal year.

Tesla Profile

Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.