Jackson Wealth Management’s Tesla TSLA Stock Holding History

Jackson Wealth 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	-1,734	Closed	-$551K	–	177
2025 Q2	$551K	Sell	1,734 -435	-20%	-$131K	0.06%	107
2025 Q1	$562K	Buy	2,169 +1,134	+110%	+$378K	0.07%	104
2024 Q4	$418K	Buy	+1,035	New	+$333K	0.05%	120
2022 Q4	–	Sell	-760	Closed	-$202K	–	100
2022 Q3	$202K	Buy	+760	New	+$212K	0.04%	100
2022 Q2	–	Sell	-4,161	Closed	-$1.5M	–	119
2022 Q1	$1.5M	Buy	4,161 +2,751	+195%	+$857K	0.21%	87
2021 Q4	$497K	Buy	+1,410	New	+$473K	0.06%	103
2021 Q3	–	Sell	-3,783	Closed	-$857K	–	117
2021 Q2	$857K	Buy	+3,783	New	+$821K	0.11%	98
2021 Q1	–	Sell	-3,066	Closed	-$721K	–	148
2020 Q4	$721K	Buy	+3,066	New	+$523K	0.1%	107
2020 Q3	–	Sell	-15,000	Closed	-$1.08M	–	141
2020 Q2	$1.08M	Buy	+15,000	New	+$811K	0.19%	96
2020 Q1	–	Sell	-22,515	Closed	-$850K	–	162
2019 Q4	$850K	Buy	+22,515	New	+$488K	0.14%	117

Other funds holding TSLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jackson Wealth Management's TSLA Position: Q3 2025 in Review

Jackson Wealth Management sold out of Tesla (TSLA) in Q3 2025, closing a stake of 1,734 shares — an estimated $551K sold.

Jackson Wealth Management first reported a position in TSLA in Q4 2019 and held it in 10 quarters. The position peaked at $1.5M in Q1 2022. 3,981 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

Jackson Wealth Management reported no remaining Tesla position as of Q3 2025 after selling out during the quarter.
Jackson Wealth Management sold 1,734 Tesla shares in Q3 2025, an estimated $551K.
Jackson Wealth Management first reported a position in Tesla in Q4 2019 and held it in 10 quarters.
Jackson Wealth Management's Tesla position peaked at $1.5M in Q1 2022.
3,981 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.