Kathleen S. Wright Associates’s Tesla TSLA Stock Holding History

Kathleen S. Wright Associates’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	$106K	Sell	238 -24	-9%	-$8.32K	0.04%	126
2025 Q2	$83.2K	Buy	262 +24	+10%	+$7.23K	0.03%	132
2025 Q1	$61.7K	Buy	238 +20	+9%	+$6.67K	0.03%	140
2024 Q4	$88K	Sell	218 -40	-16%	-$12.9K	0.04%	128
2024 Q3	$67.5K	Hold	258	–	–	0.03%	141
2024 Q2	$51.1K	Buy	258 +68	+36%	+$11.9K	0.02%	141
2024 Q1	$33.4K	Hold	190	–	–	0.02%	148
2023 Q4	$47.2K	Buy	190 +100	+111%	+$23.8K	0.02%	126
2023 Q3	$22.5K	Hold	90	–	–	0.01%	140
2023 Q2	$23.6K	Hold	90	–	–	0.02%	121
2023 Q1	$18.7K	Hold	90	–	–	0.01%	120
2022 Q4	$11K	Hold	90	–	–	0.01%	146
2022 Q3	$24K	Hold	90	–	–	0.02%	124
2022 Q2	$20K	Hold	90	–	–	0.02%	120
2022 Q1	$32K	Hold	90	–	–	0.02%	120
2021 Q4	$32K	Buy	+90	New	+$30.2K	0.02%	113

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

Kathleen S. Wright Associates's TSLA Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its Tesla (TSLA) stake by 9.2% in Q3 2025, selling an estimated $8.32K and leaving 238 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #126.

Kathleen S. Wright Associates first reported a position in TSLA in Q4 2021 and has held it in 16 quarters since. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

Kathleen S. Wright Associates held 238 shares of Tesla worth $106K as of Q3 2025.
Kathleen S. Wright Associates sold 24 Tesla shares in Q3 2025, an estimated $8.32K.
Tesla made up 0.04% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #126 holding.
Kathleen S. Wright Associates first reported a position in Tesla in Q4 2021 and has held it in 16 quarters since.
3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.