Grassi Investment Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
3,875
-65
-2% -$19.6K 0.1% 70
2025
Q1
$1.02M Buy
3,940
+100
+3% +$33.3K 0.09% 71
2024
Q4
$1.55M Sell
3,840
-775
-17% -$249K 0.13% 62
2024
Q3
$1.21M Sell
4,615
-30
-0.6% -$6.84K 0.1% 67
2024
Q2
$919K Buy
4,645
+200
+4% +$35K 0.08% 76
2024
Q1
$781K Buy
4,445
+50
+1% +$9.77K 0.07% 81
2023
Q4
$1.09M Buy
4,395
+30
+0.7% +$7.13K 0.11% 68
2023
Q3
$1.09M Buy
4,365
+260
+6% +$66.8K 0.13% 72
2023
Q2
$1.07M Buy
4,105
+250
+6% +$50K 0.12% 73
2023
Q1
$800K Buy
3,855
+75
+2% +$13.1K 0.1% 82
2022
Q4
$466K Buy
3,780
+531
+16% +$101K 0.06% 89
2022
Q3
$862K Sell
3,249
-750
-19% -$209K 0.13% 81
2022
Q2
$898K Buy
3,999
+750
+23% +$205K 0.12% 82
2022
Q1
$1.17M Buy
3,249
+60
+2% +$18.7K 0.12% 82
2021
Q4
$1.12M Hold
3,189
0.11% 87
2021
Q3
$824K Hold
3,189
0.09% 94
2021
Q2
$723K Buy
3,189
+759
+31% +$165K 0.08% 97
2021
Q1
$541K Buy
2,430
+525
+28% +$132K 0.06% 99
2020
Q4
$448K Hold
1,905
0.06% 100
2020
Q3
$272K Buy
+1,905
New +$225K 0.04% 108

Other funds holding TSLA

Grassi Investment Management's TSLA Position: Q2 2025 in Review

Grassi Investment Management reduced its Tesla (TSLA) stake by 1.6% in Q2 2025, selling an estimated $19.6K and leaving 3,875 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #70.

Grassi Investment Management first reported a position in TSLA in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.55M in Q4 2024. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Grassi Investment Management held 3,875 shares of Tesla worth $1.23M as of Q2 2025.
  • Grassi Investment Management sold 65 Tesla shares in Q2 2025, an estimated $19.6K.
  • Tesla made up 0.1% of Grassi Investment Management's portfolio in Q2 2025, its #70 holding.
  • Grassi Investment Management first reported a position in Tesla in Q3 2020 and has held it in 20 quarters since.
  • Grassi Investment Management's Tesla position peaked at $1.55M in Q4 2024.
  • 3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.