Accurate Wealth Management
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Accurate Wealth Management’s Tesla TSLA Stock Holding History

Accurate 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
2026
Q3 		$10.8M Buy
28,749
+737
+3% +$264K 0.93% 18
2026
Q2 		$11.4M Sell
28,012
-6,776
-19% -$2.69M 1.09% 14
2026
Q1 		$12.1M Sell
34,788
-1,862
-5% -$767K 1.46% 9
2025
Q4 		$16.3M Buy
36,650
+521
+1% +$231K 2.07% 7
2025
Q3 		$15.5M Buy
36,129
+3,229
+10% +$1.12M 2.07% 7
2025
Q2 		$10.2M Buy
32,900
+765
+2% +$230K 1.56% 8
2025
Q1 		$8.11M Sell
32,135
-794
-2% -$265K 1.55% 9
2024
Q4 		$13M Sell
32,929
-1,532
-4% -$493K 2.49% 4
2024
Q3 		$7.57M Sell
34,461
-1,132
-3% -$258K 1.52% 9
2024
Q2 		$8.99M Buy
35,593
+941
+3% +$164K 2.16% 5
2024
Q1 		$5.1M Sell
34,652
-184
-0.5% -$35.9K 1.49% 12
2023
Q4 		$7.92M Buy
34,836
+5
+0% +$1.19K 2.46% 3
2023
Q3 		$8.88M Buy
34,831
+1,354
+4% +$348K 2.78% 3
2023
Q2 		$9.42M Buy
33,477
+3,909
+13% +$782K 2.94% 4
2023
Q1 		$5.46M Buy
29,568
+2,954
+11% +$515K 1.88% 11
2022
Q4 		$3.16M Sell
26,614
-6,599
-20% -$1.25M 1.16% 11
2022
Q3 		$9.8M Buy
33,213
+16,881
+103% +$4.71M 4.1% 4
2022
Q2 		$3.92M Sell
16,332
-4,464
-21% -$1.22M 2.13% 8
2022
Q1 		$7.47M Buy
20,796
+14,880
+252% +$4.63M 3.35% 6
2021
Q4 		$1.89M Buy
5,916
+165
+3% +$55.3K 1.55% 10
2021
Q3 		$1.52M Buy
5,751
+2,412
+72% +$568K 1.32% 10
2021
Q2 		$757K Buy
+3,339
New +$725K 0.67% 36

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Accurate Wealth Management's TSLA Position: Q3 2026 in Review

Accurate Wealth Management increased its Tesla (TSLA) stake by 2.6% in Q3 2026, buying an estimated $264K and bringing the position to 28,749 shares worth $10.8M. The position accounts for 0.93% of the portfolio, ranked #18.

Accurate Wealth Management first reported a position in TSLA in Q2 2021 and has held it in 22 quarters since. The position peaked at $16.3M in Q4 2025. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Accurate Wealth Management held 28,749 shares of Tesla worth $10.8M as of Q3 2026.
  • Accurate Wealth Management bought 737 Tesla shares in Q3 2026, an estimated $264K.
  • Tesla made up 0.93% of Accurate Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Accurate Wealth Management first reported a position in Tesla in Q2 2021 and has held it in 22 quarters since.
  • Accurate Wealth Management's Tesla position peaked at $16.3M in Q4 2025.
  • 2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.