Kagan Cocozza Asset Management’s Tesla TSLA Stock Holding History

Kagan Cocozza Asset 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	-854	Closed	-$271K	–	62
2025 Q2	$271K	Buy	+854	New	+$257K	0.21%	57
2025 Q1	–	Sell	-673	Closed	-$272K	–	62
2024 Q4	$272K	Buy	+673	New	+$217K	0.23%	58

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

Kagan Cocozza Asset Management's TSLA Position: Q3 2025 in Review

Kagan Cocozza Asset Management sold out of Tesla (TSLA) in Q3 2025, closing a stake of 854 shares — an estimated $271K sold.

Kagan Cocozza Asset Management first reported a position in TSLA in Q4 2024 and held it in 2 quarters. The position peaked at $272K in Q4 2024. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

Kagan Cocozza Asset Management reported no remaining Tesla position as of Q3 2025 after selling out during the quarter.
Kagan Cocozza Asset Management sold 854 Tesla shares in Q3 2025, an estimated $271K.
Kagan Cocozza Asset Management first reported a position in Tesla in Q4 2024 and held it in 2 quarters.
Kagan Cocozza Asset Management's Tesla position peaked at $272K in Q4 2024.
3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Kagan Cocozza Asset Management's 13F filing for Q3 2025, filed 21 Oct 2025.