Disciplined Equity Management’s Tesla TSLA Stock Holding History

Disciplined Equity Management’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 Q3	–	Sell	-430	Closed	-$137K	–	65
2025 Q2	$137K	Hold	430	–	–	0.08%	46
2025 Q1	$111K	Hold	430	–	–	0.08%	48
2024 Q4	$174K	Hold	430	–	–	0.11%	48
2024 Q3	$113K	Hold	430	–	–	0.07%	53
2024 Q2	$85.1K	Hold	430	–	–	0.06%	54
2024 Q1	$75.6K	Sell	430 -42	-9%	-$8.21K	0.05%	53
2023 Q4	$117K	Hold	472	–	–	0.08%	57
2023 Q3	$118K	Hold	472	–	–	0.1%	46
2023 Q2	$124K	Hold	472	–	–	0.1%	46
2023 Q1	$97.9K	Sell	472 -2,737	-85%	-$477K	0.08%	48
2022 Q4	$395K	Buy	3,209 +450	+16%	+$85.2K	0.35%	34
2022 Q3	$732K	Buy	2,759 +122	+5%	+$34.1K	0.72%	25
2022 Q2	$592K	Buy	2,637 +60	+2%	+$16.4K	0.54%	31
2022 Q1	$926K	Sell	2,577 -60	-2%	-$18.7K	0.93%	25
2021 Q4	$929K	Buy	+2,637	New	+$884K	0.9%	23

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Disciplined Equity Management's TSLA Position: Q3 2025 in Review

Disciplined Equity Management sold out of Tesla (TSLA) in Q3 2025, closing a stake of 430 shares — an estimated $137K sold.

Disciplined Equity Management first reported a position in TSLA in Q4 2021 and held it in 15 quarters. The position peaked at $929K in Q4 2021. 3,974 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

Disciplined Equity Management reported no remaining Tesla position as of Q3 2025 after selling out during the quarter.
Disciplined Equity Management sold 430 Tesla shares in Q3 2025, an estimated $137K.
Disciplined Equity Management first reported a position in Tesla in Q4 2021 and held it in 15 quarters.
Disciplined Equity Management's Tesla position peaked at $929K in Q4 2021.
3,974 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Disciplined Equity Management's 13F filing for Q3 2025, filed 22 Oct 2025.