Stephenson & Company’s Tesla TSLA Stock Holding History

Stephenson & Company’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	-779	Closed	-$247K	–	44
2025 Q2	$247K	Buy	+779	New	+$235K	0.15%	35

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

Stephenson & Company's TSLA Position: Q3 2025 in Review

Stephenson & Company sold out of Tesla (TSLA) in Q3 2025, closing a stake of 779 shares — an estimated $247K sold.

Stephenson & Company first reported a position in TSLA in Q2 2025 and held it in 1 quarter. The position peaked at $247K in Q2 2025. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

Stephenson & Company reported no remaining Tesla position as of Q3 2025 after selling out during the quarter.
Stephenson & Company sold 779 Tesla shares in Q3 2025, an estimated $247K.
Stephenson & Company first reported a position in Tesla in Q2 2025 and held it in 1 quarter.
Stephenson & Company's Tesla position peaked at $247K in Q2 2025.
3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Stephenson & Company's 13F filing for Q3 2025, filed 21 Oct 2025.