Act Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.86M Hold
5,241
– – 0.55% 17
2026
Q2
$2.2M Buy
5,241
+328
+7% +$130K 0.65% 17
2026
Q1
$1.83M Sell
4,913
-5
-0.1% -$2.06K 0.61% 17
2025
Q4
$2.21M Buy
4,918
+91
+2% +$40.3K 0.72% 17
2025
Q3
$2.15M Sell
4,827
-578
-11% -$200K 0.75% 14
2025
Q2
$1.72M Buy
5,405
+36
+0.7% +$10.8K 0.73% 15
2025
Q1
$1.39M Buy
5,369
+1,067
+25% +$356K 0.63% 17
2024
Q4
$1.74M Hold
4,302
– – 0.81% 15
2024
Q3
$1.13M Sell
4,302
-75
-2% -$17.1K 0.5% 17
2024
Q2
$866K Buy
4,377
+200
+5% +$35K 0.43% 17
2024
Q1
$734K Sell
4,177
-125
-3% -$24.4K 0.37% 17
2023
Q4
$1.07M Sell
4,302
-45
-1% -$10.7K 0.58% 14
2023
Q3
$1.09M Sell
4,347
-500
-10% -$128K 0.73% 13
2023
Q2
$1.27M Sell
4,847
-275
-5% -$55K 0.71% 14
2023
Q1
$1.06M Sell
5,122
-30
-0.6% -$5.23K 0.63% 14
2022
Q4
$635K Buy
5,152
+685
+15% +$130K 0.4% 15
2022
Q3
$1.18M Buy
4,467
+102
+2% +$28.5K 0.85% 12
2022
Q2
$980K Buy
4,365
+645
+17% +$176K 0.64% 13
2022
Q1
$1.34M Buy
3,720
+300
+9% +$93.4K 0.76% 12
2021
Q4
$1.2M Buy
3,420
+600
+21% +$201K 0.69% 11
2021
Q3
$639K Hold
2,820
– – 0.39% 13
2021
Q2
$639K Hold
2,820
– – 0.39% 13
2021
Q1
$628K Hold
2,820
– – 0.41% 14
2020
Q4
$663K Buy
+2,820
New +$481K 0.43% 13

Other funds holding TSLA

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

Act Wealth Management held its Tesla (TSLA) position steady in Q3 2026 at 5,241 shares worth $1.86M. The position accounts for 0.55% of the portfolio, ranked #17.

Act Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.21M in Q4 2025. 1,179 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Act Wealth Management held 5,241 shares of Tesla worth $1.86M as of Q3 2026.
  • Act Wealth Management left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.55% of Act Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Act Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 24 quarters since.
  • Act Wealth Management's Tesla position peaked at $2.21M in Q4 2025.
  • 1,179 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.