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Wells Trecaso Financial Group’s Tesla TSLA Stock Holding History

Wells Trecaso Financial Group’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 		$483K Sell
1,085
-336
-24% -$117K 0.23% 55
2025
Q2 		$451K Sell
1,421
-7
-0.5% -$2.11K 0.14% 65
2025
Q1 		$370K Buy
1,428
+21
+1% +$7K 0.12% 70
2024
Q4 		$568K Sell
1,407
-6
-0.4% -$1.93K 0.19% 57
2024
Q3 		$370K Buy
1,413
+75
+6% +$17.1K 0.12% 71
2024
Q2 		$265K Sell
1,338
-196
-13% -$34.3K 0.09% 82
2024
Q1 		$270K Sell
1,534
-49
-3% -$9.57K 0.1% 80
2023
Q4 		$393K Sell
1,583
-39
-2% -$9.27K 0.16% 64
2023
Q3 		$406K Buy
1,622
+48
+3% +$12.3K 0.18% 58
2023
Q2 		$412K Hold
1,574
– – 0.18% 60
2023
Q1 		$327K Buy
+1,574
New +$275K 0.15% 65
2022
Q4 		– Sell
-1,338
Closed -$355K – 92
2022
Q3 		$355K Buy
1,338
+9
+0.7% +$2.51K 0.19% 59
2022
Q2 		$298K Hold
1,329
– – 0.15% 68
2022
Q1 		$477K Buy
1,329
+36
+3% +$11.2K 0.21% 57
2021
Q4 		$455K Buy
1,293
+273
+27% +$91.6K 0.2% 60
2021
Q3 		$263K Buy
1,020
+3
+0.3% +$706 0.13% 70
2021
Q2 		$230K Sell
1,017
-15
-1% -$3.26K 0.11% 77
2021
Q1 		$230K Sell
1,032
-165
-14% -$41.4K 0.12% 73
2020
Q4 		$281K Sell
1,197
-243
-17% -$41.5K 0.16% 60
2020
Q3 		$206K Buy
+1,440
New +$170K 0.13% 65

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

Wells Trecaso Financial Group's TSLA Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its Tesla (TSLA) stake by 24% in Q3 2025, selling an estimated $117K and leaving 1,085 shares worth $483K. The position accounts for 0.23% of the portfolio, ranked #55.

Wells Trecaso Financial Group first reported a position in TSLA in Q3 2020 and has held it in 20 quarters since. The position peaked at $568K in Q4 2024. 3,974 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Wells Trecaso Financial Group held 1,085 shares of Tesla worth $483K as of Q3 2025.
  • Wells Trecaso Financial Group sold 336 Tesla shares in Q3 2025, an estimated $117K.
  • Tesla made up 0.23% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #55 holding.
  • Wells Trecaso Financial Group first reported a position in Tesla in Q3 2020 and has held it in 20 quarters since.
  • Wells Trecaso Financial Group's Tesla position peaked at $568K in Q4 2024.
  • 3,974 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.