McCarthy Asset Management’s Tesla TSLA Stock Holding History

McCarthy 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 Q4	$594K	Hold	1,320	–	–	0.31%	19
2025 Q3	$587K	Hold	1,320	–	–	0.38%	18
2025 Q2	$419K	Hold	1,320	–	–	0.28%	18
2025 Q1	$342K	Hold	1,320	–	–	0.25%	19
2024 Q4	$533K	Hold	1,320	–	–	0.38%	18
2024 Q3	$345K	Sell	1,320 -6,045	-82%	-$1.38M	0.21%	26
2024 Q2	$1.46M	Hold	7,365	–	–	0.86%	16
2024 Q1	$1.29M	Sell	7,365 -30	-0.4%	-$5.86K	0.8%	16
2023 Q4	$1.84M	Hold	7,395	–	–	1.18%	16
2023 Q3	$1.85M	Hold	7,395	–	–	1.36%	15
2023 Q2	$1.94M	Hold	7,395	–	–	1.32%	15
2023 Q1	$1.53M	Sell	7,395 -220	-3%	-$38.4K	1.04%	15
2022 Q4	$938K	Buy	7,615 +10	+0.1%	+$1.89K	0.65%	17
2022 Q3	$2.02M	Hold	7,605	–	–	1.58%	15
2022 Q2	$1.71M	Hold	7,605	–	–	1.39%	15
2022 Q1	$2.73M	Sell	7,605 -21	-0.3%	-$6.54K	1.9%	14
2021 Q4	$2.69M	Hold	7,626	–	–	1.85%	13
2021 Q3	$1.97M	Hold	7,626	–	–	1.48%	13
2021 Q2	$1.73M	Sell	7,626 -924	-11%	-$201K	1.23%	14
2021 Q1	$1.9M	Buy	8,550 +690	+9%	+$173K	1.49%	11
2020 Q4	$1.85M	Buy	+7,860	New	+$1.34M	1.53%	11

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McCarthy Asset Management's TSLA Position: Q4 2025 in Review

McCarthy Asset Management held its Tesla (TSLA) position steady in Q4 2025 at 1,320 shares worth $594K. The position accounts for 0.31% of the portfolio, ranked #19.

McCarthy Asset Management first reported a position in TSLA in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.73M in Q1 2022. 4,335 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

McCarthy Asset Management held 1,320 shares of Tesla worth $594K as of Q4 2025.
McCarthy Asset Management left its Tesla share count unchanged in Q4 2025.
Tesla made up 0.31% of McCarthy Asset Management's portfolio in Q4 2025, its #19 holding.
McCarthy Asset Management first reported a position in Tesla in Q4 2020 and has held it in 21 quarters since.
McCarthy Asset Management's Tesla position peaked at $2.73M in Q1 2022.
4,335 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on McCarthy Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.