Catalyst Private Wealth’s Tesla TSLA Stock Holding History

Catalyst Private Wealth’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-896	Closed	-$232K	–	83
2025 Q1	$232K	Hold	896	–	–	0.11%	71
2024 Q4	$362K	Sell	896 -201	-18%	-$64.7K	0.16%	66
2024 Q3	$287K	Buy	1,097 +5	+0.5%	+$1.14K	0.14%	68
2024 Q2	$216K	Buy	+1,092	New	+$191K	0.11%	76
2024 Q1	–	Sell	-979	Closed	-$243K	–	83
2023 Q4	$243K	Sell	979 -50	-5%	-$11.9K	0.11%	71
2023 Q3	$257K	Sell	1,029 -4	-0.4%	-$1.03K	0.15%	63
2023 Q2	$270K	Sell	1,033 -77	-7%	-$15.4K	0.17%	63
2023 Q1	$230K	Buy	+1,110	New	+$194K	0.16%	70
2022 Q4	–	Sell	-1,034	Closed	-$274K	–	78
2022 Q3	$274K	Buy	1,034 +5	+0.5%	+$1.4K	0.21%	56
2022 Q2	$231K	Buy	+1,029	New	+$281K	0.16%	67
2020 Q4	–	Sell	-75	Closed	-$11K	–	260
2020 Q3	$11K	Buy	+75	New	+$8.86K	0.01%	206

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Catalyst Private Wealth's TSLA Position: Q2 2025 in Review

Catalyst Private Wealth sold out of Tesla (TSLA) in Q2 2025, closing a stake of 896 shares — an estimated $232K sold.

Catalyst Private Wealth first reported a position in TSLA in Q3 2020 and held it in 11 quarters. The position peaked at $362K in Q4 2024. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Catalyst Private Wealth reported no remaining Tesla position as of Q2 2025 after selling out during the quarter.
Catalyst Private Wealth sold 896 Tesla shares in Q2 2025, an estimated $232K.
Catalyst Private Wealth first reported a position in Tesla in Q3 2020 and held it in 11 quarters.
Catalyst Private Wealth's Tesla position peaked at $362K in Q4 2024.
3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Catalyst Private Wealth's 13F filing for Q2 2025, filed 9 Jul 2025.