Trevian Wealth Management LLC Invests $549,000 in Tesla, Inc. $TSLA

Trevian Wealth Management LLC purchased a new stake in Tesla, Inc. (NASDAQ:TSLA) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 1,235 shares of the electric vehicle producer’s stock, valued at approximately $549,000. Tesla accounts for approximately 0.3% of Trevian Wealth Management LLC’s holdings, making the stock its 29th largest holding.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in shares of Tesla by 11.8% during the 4th quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock worth $35,509,000 after purchasing an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC raised its stake 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 purchasing an additional 931 shares in the last quarter. Bison Wealth LLC lifted its position in Tesla by 52.2% during the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock worth $4,187,000 after purchasing an additional 3,558 shares during the period. Jones Financial Companies Lllp grew its stake in Tesla by 55.3% during the first quarter. Jones Financial Companies Lllp now owns 239,337 shares of the electric vehicle producer’s stock worth $63,064,000 after buying an additional 85,208 shares in the last quarter. Finally, Modern Wealth Management LLC increased its holdings in Tesla by 58.6% in the 1st quarter. Modern Wealth Management LLC now owns 15,043 shares of the electric vehicle producer’s stock valued at $3,898,000 after buying an additional 5,557 shares during the period. Institutional investors and hedge funds own 66.20% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on TSLA shares. Deutsche Bank Aktiengesellschaft upped their price target on shares of Tesla from $470.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Needham & Company LLC restated a “hold” rating on shares of Tesla in a research note on Thursday, October 23rd. New Street Research lifted their price target on Tesla from $520.00 to $600.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Stifel Nicolaus boosted their price target on Tesla from $483.00 to $508.00 and gave the stock a “buy” rating in a report on Monday, November 17th. Finally, Benchmark restated a “buy” rating on shares of Tesla in a research report on Thursday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, fourteen have assigned a Hold rating and nine have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $408.54.

Insider Buying and Selling

In other Tesla news, CFO Vaibhav Taneja sold 2,637 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $443.93, for a total transaction of $1,170,643.41. Following the sale, the chief financial officer directly owned 13,757 shares of the company’s stock, valued at $6,107,145.01. The trade was a 16.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Kimbal Musk sold 56,820 shares of the company’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $450.66, for a total transaction of $25,606,501.20. Following the completion of the transaction, the director owned 1,391,615 shares of the company’s stock, valued at approximately $627,145,215.90. This trade represents a 3.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 119,457 shares of company stock worth $53,501,145 in the last ninety days. Company insiders own 19.90% of the company’s stock.

Tesla Trading Up 2.1%

NASDAQ TSLA opened at $445.01 on Friday. The company has a market cap of $1.48 trillion, a price-to-earnings ratio of 296.67, a price-to-earnings-growth ratio of 7.15 and a beta of 1.83. Tesla, Inc. has a twelve month low of $214.25 and a twelve month high of $498.83. The company has a quick ratio of 1.67, a current ratio of 2.07 and a debt-to-equity ratio of 0.07. The business’s fifty day moving average is $444.28 and its 200 day moving average is $395.12.

Tesla (NASDAQ:TSLA) last issued its earnings results on Thursday, October 23rd. The electric vehicle producer reported $0.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.48 by $0.02. Tesla had a return on equity of 6.61% and a net margin of 5.51%.The business had revenue of $28.10 billion during the quarter, compared to analysts’ expectations of $24.98 billion. During the same quarter in the prior year, the firm earned $0.72 EPS. The business’s revenue for the quarter was up 11.6% compared to the same quarter last year. As a group, sell-side analysts expect that Tesla, Inc. will post 2.56 EPS for the current fiscal year.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Early rollout of the promised FSD “reasoning” upgrade gives the autonomy thesis credibility and supports upside for TSLA if wider software adoption follows. The ‘Reasoning’ Upgrade Tesla (TSLA) Promised Is Already Partly Here
• Positive Sentiment: Elon Musk’s public explanation for a sizable Nvidia hardware spend helped reframe Tesla as an AI/autonomy play rather than just an automaker, boosting investor confidence in the robo-taxi/AI optionality. Tesla Stock (NASDAQ:TSLA) Gains as Elon Musk Explains Nvidia Buy
• Positive Sentiment: Analyst and media narratives linking Tesla to broader AI/autonomy upside (Cybercab timelines, FSD progress) have traders pricing more optionality into TSLA and boosting short-term momentum. Tesla stock surges nearly 2% today: here’s why analysts see more upside
• Positive Sentiment: China deliveries showed healthy growth in December (best month ever claims), helping offset broader delivery concerns and supporting revenue momentum in Tesla’s largest market. Tesla China Sales Rise 13.2% In December To Clock Best Month Ever
• Neutral Sentiment: High options activity and volatility ahead of Tesla’s late-January earnings suggest traders are positioning for a big post-earnings move, which can amplify intraday swings. Tesla stock: what’s driving the spike in January options volume?
• Neutral Sentiment: Commentators (e.g., Jim Cramer) describe Tesla as an “enigma” — reflecting mixed sentiment that can sustain volatility but not necessarily a directional catalyst by itself. Jim Cramer Calls Tesla an “Enigma”
• Negative Sentiment: Q4/2025 delivery declines and repeated misses remain a concrete headwind to the core auto growth story, keeping some investors skeptical about near-term revenue and margin expansion. Tesla Stock (TSLA) Opinions on Q4 2025 Delivery Decline
• Negative Sentiment: Rising competition in autonomy from Nvidia and others is prompting skepticism about Tesla’s FSD monopoly and valuation premium; several pieces highlight this risk and pressuring analyst views. Tesla Adds Nvidia To Its Enemy List
• Negative Sentiment: Wall Street pushback—analyst downgrades/reiterated sells (e.g., UBS, Truist PT cut) and high-profile bearish takes—adds selling pressure and keeps the valuation debate alive. UBS Sticks With Sell on Tesla (TSLA) as AI Optimism Runs Ahead of Fundamentals
• Negative Sentiment: Recent insider selling (a director sale disclosed) and headline legal/exec controversies (Musk vs OpenAI dispute) can weigh on sentiment during volatile stretches. Insider Selling: Tesla (NASDAQ:TSLA) Director Sells $26,724,000.00 in 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.