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 $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates

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