Willow Creek Wealth Management’s Tesla TSLA Stock Holding History

Willow Creek 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	$400K	Buy	+900	New	+$312K	0.03%	118
2025 Q1	–	Sell	-600	Closed	-$242K	–	161
2024 Q4	$242K	Buy	+600	New	+$193K	0.02%	139
2024 Q1	–	Sell	-926	Closed	-$230K	–	155
2023 Q4	$230K	Sell	926 -232	-20%	-$55.1K	0.03%	135
2023 Q3	$290K	Sell	1,158 -20,221	-95%	-$5.19M	0.04%	108
2023 Q2	$5.6M	Buy	21,379 +20,338	+1,954%	+$4.07M	0.79%	23
2023 Q1	$216K	Buy	+1,041	New	+$182K	0.03%	125
2022 Q4	–	Sell	-21,135	Closed	-$5.61M	–	136
2022 Q3	$5.61M	Buy	21,135 +399	+2%	+$111K	1.09%	16
2022 Q2	$4.66M	Buy	+20,736	New	+$5.66M	0.86%	18
2019 Q4	–	Sell	-18,225	Closed	-$293K	–	89
2019 Q3	$293K	Hold	18,225	–	–	0.14%	60
2019 Q2	$272K	Hold	18,225	–	–	0.13%	62
2019 Q1	$340K	Hold	18,225	–	–	0.17%	44
2018 Q4	$404K	Hold	18,225	–	–	0.21%	37
2018 Q3	$322K	Hold	18,225	–	–	0.18%	42
2018 Q2	$417K	Sell	18,225 -2,265	-11%	-$46K	0.23%	37
2018 Q1	$364K	Buy	+20,490	New	+$451K	0.19%	42

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Willow Creek Wealth Management's TSLA Position: Q3 2025 in Review

Willow Creek Wealth Management opened a new position in Tesla (TSLA) in Q3 2025: 900 shares worth $400K. The stake represents 0.03% of the portfolio and ranks #118 among its holdings. This is a return to the name: Willow Creek Wealth Management previously reported a position in TSLA as recently as Q4 2024.

Willow Creek Wealth Management first reported a position in TSLA in Q1 2018 and has held it in 15 quarters since. The position peaked at $5.61M in Q3 2022. 3,981 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

Willow Creek Wealth Management held 900 shares of Tesla worth $400K as of Q3 2025.
Tesla was a new Willow Creek Wealth Management position in Q3 2025.
Tesla made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #118 holding.
Willow Creek Wealth Management first reported a position in Tesla in Q1 2018 and has held it in 15 quarters since.
Willow Creek Wealth Management's Tesla position peaked at $5.61M in Q3 2022.
3,981 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

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