Smith Shellnut Wilson’s Tesla TSLA Stock Holding History

Smith Shellnut Wilson’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	$594K	Hold	1,335	–	–	0.23%	67
2025 Q2	$424K	Hold	1,335	–	–	0.18%	80
2025 Q1	$346K	Hold	1,335	–	–	0.16%	99
2024 Q4	$539K	Hold	1,335	–	–	0.24%	72
2024 Q3	$349K	Hold	1,335	–	–	0.16%	96
2024 Q2	$264K	Hold	1,335	–	–	0.13%	115
2024 Q1	$235K	Hold	1,335	–	–	0.12%	117
2023 Q4	$332K	Hold	1,335	–	–	0.19%	88
2023 Q3	$334K	Hold	1,335	–	–	0.2%	87
2023 Q2	$349K	Hold	1,335	–	–	0.2%	89
2023 Q1	$277K	Buy	+1,335	New	+$233K	0.17%	102
2022 Q4	–	Sell	-1,665	Closed	-$442K	–	132
2022 Q3	$442K	Hold	1,665	–	–	0.29%	61
2022 Q2	$374K	Hold	1,665	–	–	0.23%	75
2022 Q1	$598K	Hold	1,665	–	–	0.31%	57
2021 Q4	$587K	Hold	1,665	–	–	0.29%	64
2021 Q3	$430K	Hold	1,665	–	–	0.25%	78
2021 Q2	$377K	Hold	1,665	–	–	0.22%	85
2021 Q1	$371K	Hold	1,665	–	–	0.23%	83
2020 Q4	$392K	Hold	1,665	–	–	0.23%	76
2020 Q3	$238	Buy	+1,665	New	+$197K	0.09%	111

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

Smith Shellnut Wilson's TSLA Position: Q3 2025 in Review

Smith Shellnut Wilson held its Tesla (TSLA) position steady in Q3 2025 at 1,335 shares worth $594K. The position accounts for 0.23% of the portfolio, ranked #67.

Smith Shellnut Wilson first reported a position in TSLA in Q3 2020 and has held it in 20 quarters since. The position peaked at $598K in Q1 2022. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

Smith Shellnut Wilson held 1,335 shares of Tesla worth $594K as of Q3 2025.
Smith Shellnut Wilson left its Tesla share count unchanged in Q3 2025.
Tesla made up 0.23% of Smith Shellnut Wilson's portfolio in Q3 2025, its #67 holding.
Smith Shellnut Wilson first reported a position in Tesla in Q3 2020 and has held it in 20 quarters since.
Smith Shellnut Wilson's Tesla position peaked at $598K in Q1 2022.
3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.