WJ Wealth Management’s Tesla TSLA Stock Holding History

WJ 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	–	Sell	-1,080	Closed	-$343K	–	101
2025 Q2	$343K	Buy	+1,080	New	+$325K	0.11%	76
2024 Q1	–	Sell	-1,074	Closed	-$267K	–	77
2023 Q4	$267K	Hold	1,074	–	–	0.12%	68
2023 Q3	$269K	Hold	1,074	–	–	0.13%	59
2023 Q2	$281K	Buy	+1,074	New	+$215K	0.13%	55
2020 Q4	–	Sell	-1,635	Closed	-$234K	–	38
2020 Q3	$234K	Sell	1,635 -1,665	-50%	-$197K	0.76%	28
2020 Q2	$238K	Buy	+3,300	New	+$179K	0.17%	45

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

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

WJ Wealth Management sold out of Tesla (TSLA) in Q3 2025, closing a stake of 1,080 shares — an estimated $343K sold.

WJ Wealth Management first reported a position in TSLA in Q2 2020 and held it in 6 quarters. The position peaked at $343K in Q2 2025. 3,974 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

WJ Wealth Management reported no remaining Tesla position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 1,080 Tesla shares in Q3 2025, an estimated $343K.
WJ Wealth Management first reported a position in Tesla in Q2 2020 and held it in 6 quarters.
WJ Wealth Management's Tesla position peaked at $343K in Q2 2025.
3,974 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.