Holos Integrated Wealth LLC Makes New $859,000 Investment in Tesla, Inc. $TSLA

Holos Integrated Wealth LLC bought a new stake in shares of Tesla, Inc. (NASDAQ:TSLA) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 1,961 shares of the electric vehicle producer’s stock, valued at approximately $859,000.

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

Analyst Ratings Changes

A number of brokerages recently commented on TSLA. Stifel Nicolaus set a $508.00 price objective on shares of Tesla in a research report on Thursday, January 29th. Mizuho set a $540.00 target price on shares of Tesla and gave the stock an “outperform” rating in a research report on Thursday, January 29th. UBS Group lifted their target price on shares of Tesla from $307.00 to $352.00 and gave the company a “sell” rating in a research note on Thursday, January 29th. TD Cowen boosted their price target on shares of Tesla from $509.00 to $519.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Finally, Morgan Stanley set a $415.00 price target on shares of Tesla and gave the stock an “equal weight” rating in a research note on Thursday, January 29th. Nineteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and nine have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $406.84.

Tesla Price Performance

NASDAQ TSLA opened at $380.24 on Friday. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. The stock has a market capitalization of $1.43 trillion, a PE ratio of 352.07, a price-to-earnings-growth ratio of 11.61 and a beta of 1.89. Tesla, Inc. has a 12-month low of $214.25 and a 12-month high of $498.83. The company has a 50 day moving average price of $416.30 and a two-hundred day moving average price of $426.27.

Tesla (NASDAQ:TSLA) last announced its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, topping the consensus estimate of $0.45 by $0.05. The company had revenue of $24.90 billion for the quarter, compared to analyst estimates of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.86%. Tesla’s quarterly revenue was down 3.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.73 EPS. As a group, equities analysts predict that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.

Key Stories Impacting Tesla

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

Insider Buying and Selling

In other Tesla news, CFO Vaibhav Taneja sold 2,264 shares of the stock in a transaction on Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the transaction, 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 transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director James R. Murdoch sold 60,000 shares of the firm’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $445.40, for a total value of $26,724,000.00. Following the transaction, the director owned 577,031 shares in the company, valued at approximately $257,009,607.40. This trade represents a 9.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 87,995 shares of company stock worth $38,315,650. Corporate insiders own 19.90% of the company’s stock.

About Tesla

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.