Holos Integrated Wealth LLC Invests $859,000 in Tesla, Inc. $TSLA

Key Points

• Holos Integrated Wealth LLC purchased a new stake in Tesla, Inc. (TSLA) of 1,961 shares valued at about $859,000 during Q4, and roughly 66.20% of the stock is held by institutional investors.
• Company insiders have been net sellers recently — Director Kathleen Wilson‑Thompson sold 25,731 shares (~$10.7M) and CFO Vaibhav Taneja sold 2,264 shares (~$898.9K); insiders sold 87,995 shares (~$38.3M) over the last three months and now own 19.90%.
• Tesla faces near‑term regulatory and analyst headwinds: the NHTSA escalated its FSD probe to an engineering analysis covering millions of vehicles, and analyst sentiment is mixed with a MarketBeat consensus "Hold" and an average price target of $406.84.

Holos Integrated Wealth LLC purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,961 shares of the electric vehicle producer's stock, valued at approximately $859,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Chapman Financial Group LLC acquired a new position in Tesla during the 2nd quarter valued at about $26,000. Manning & Napier Advisors LLC acquired a new stake in shares of Tesla in the 3rd quarter worth approximately $29,000. CoreFirst Bank & Trust acquired a new stake in shares of Tesla in the 2nd quarter worth approximately $30,000. Turning Point Benefit Group Inc. bought a new position in shares of Tesla in the third quarter valued at approximately $30,000. Finally, Texas Capital Bancshares Inc TX acquired a new position in shares of Tesla during the third quarter valued at approximately $31,000. 66.20% of the stock is currently owned by institutional investors.

Insider Activity

In related news, Director Kathleen Wilson-Thompson sold 25,731 shares of Tesla stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $415.56, for a total value of $10,692,774.36. Following the transaction, the director owned 19,669 shares of the company's stock, valued at approximately $8,173,649.64. This trade represents a 56.68% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Vaibhav Taneja sold 2,264 shares of the company's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the sale, the chief financial officer directly owned 18,106 shares of the company's stock, valued at $7,188,625.18. This represents a 11.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 87,995 shares of company stock valued at $38,315,650 over the last three months. Insiders own 19.90% of the company's stock.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla’s new Class 8 Semi is getting strong early reviews from truckers for range (~500 miles), fast charging and a centered driving position — a positive commercial‑vehicle validation that could expand revenue beyond consumer EVs. Tesla Finally Has Its First Semi-Truck and It's Already a Hit With Truckers
• Positive Sentiment: Elon Musk reiterated plans around in‑house AI chips (AI5/AI6) and Tesla’s Terafab chip project with a target tape‑out window, and Samsung is slated to manufacture Tesla chips — this supports Tesla’s self‑driving and Optimus plans and reduces some supplier risk. Tesla targets December 2026 for next-generation AI6 chip tape-out
• Positive Sentiment: Tesla and LG Energy confirmed a $4.3B U.S. battery plant for Megapack/energy storage — strengthens domestic supply for high‑margin energy products and supports revenue diversification. Tesla, LG Bet on U.S. Batteries With $4.3 Billion Plant
• Neutral Sentiment: Operational bright spots: Model Y remains a top global seller, and Tesla’s multiple chip and fab announcements keep a long‑term optionality narrative intact — but these are longer‑dated drivers. Tesla Model Y Emerges As World's Best-Selling Car
• Negative Sentiment: The biggest near‑term negative: U.S. safety regulators (NHTSA) escalated the FSD probe to an engineering analysis covering millions of vehicles — this raises recall/enforcement risk and hits the core autonomy narrative that supports TSLA’s valuation. US auto safety regulator intensifies probe in Tesla vehicles with FSD
• Negative Sentiment: Analyst/investor concerns: UBS cut Q1 delivery estimates and reiterated skepticism about the robotaxi upside; some analysts warn the probe could lead to a costly recall — increasing downside risk if delivery momentum disappoints. UBS cuts Tesla Q1 delivery estimate and questions robotaxi upside
• Negative Sentiment: Legal and safety headlines (lawsuit from a Cybertruck crash survivor, recurring criticism that FSD may not perform reliably) add reputational and potential liability pressure that can amplify selling during risk‑off sessions. Survivor of deadly Cybertruck crash in the Bay Area is suing Tesla

Tesla Price Performance

NASDAQ TSLA opened at $380.24 on Friday. Tesla, Inc. has a 1 year low of $214.25 and a 1 year high of $498.83. The business's fifty day moving average is $416.30 and its two-hundred day moving average is $426.27. The stock has a market capitalization of $1.43 trillion, a P/E ratio of 352.07, a P/E/G ratio of 11.61 and a beta of 1.89. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.77 and a current ratio of 2.16.

Tesla (NASDAQ:TSLA - Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, topping the consensus estimate of $0.45 by $0.05. The business had revenue of $24.90 billion during the quarter, compared to analyst estimates of $24.75 billion. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The company's revenue was down 3.1% compared to the same quarter last year. During the same period last year, the company posted $0.73 EPS. On average, research analysts forecast that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.

Analyst Ratings Changes

TSLA has been the topic of several recent analyst reports. BNP Paribas Exane dropped their target price on Tesla from $313.00 to $280.00 and set an "underperform" rating on the stock in a report on Monday, March 2nd. Royal Bank Of Canada reiterated an "outperform" rating and set a $500.00 price target on shares of Tesla in a research report on Thursday, January 29th. CICC Research boosted their price objective on Tesla from $450.00 to $500.00 and gave the stock an "outperform" rating in a research note on Thursday, December 18th. The Goldman Sachs Group restated a "neutral" rating and issued a $405.00 price objective on shares of Tesla in a report on Thursday, January 29th. Finally, Glj Research reaffirmed a "sell" rating on shares of Tesla in a research note on Thursday, March 12th. Nineteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and nine have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Hold" and an average price target of $406.84.

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.

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