NWM
TSLA icon

Napa Wealth Management’s Tesla TSLA Stock Holding History

Napa 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 		$460K Sell
1,035
-2,233
-68% -$774K 0.22% 106
2025
Q2 		$1.04M Buy
3,268
+1,387
+74% +$418K 0.5% 55
2025
Q1 		$487K Sell
1,881
-5,174
-73% -$1.72M 0.27% 117
2024
Q4 		$2.85M Sell
7,055
-7,912
-53% -$2.55M 1.23% 14
2024
Q3 		$3.92M Buy
14,967
+13,600
+995% +$3.1M 1.85% 6
2024
Q2 		$271K Buy
+1,367
New +$239K 0.18% 88
2024
Q1 		– Sell
-1,435
Closed -$357K – 112
2023
Q4 		$357K Buy
+1,435
New +$341K 0.19% 79

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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 $1.56T 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
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
Goldman Sachs New York $871B 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

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

Napa Wealth Management reduced its Tesla (TSLA) stake by 68% in Q3 2025, selling an estimated $774K and leaving 1,035 shares worth $460K. The position accounts for 0.22% of the portfolio, ranked #106.

Napa Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.92M in Q3 2024. 3,974 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Napa Wealth Management held 1,035 shares of Tesla worth $460K as of Q3 2025.
  • Napa Wealth Management sold 2,233 Tesla shares in Q3 2025, an estimated $774K.
  • Tesla made up 0.22% of Napa Wealth Management's portfolio in Q3 2025, its #106 holding.
  • Napa Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 7 quarters since.
  • Napa Wealth Management's Tesla position peaked at $3.92M in Q3 2024.
  • 3,974 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.