AdviceOne Advisory Services’s Tesla TSLA Stock Holding History

AdviceOne Advisory Services’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	$6.28M	Sell	17,705 -551	-3%	-$197K	3.75%	4
2026 Q2	$7.68M	Buy	18,256 +1	+0%	+$398	4.34%	4
2026 Q1	$6.79M	Buy	18,255 +152	+0.8%	+$62.6K	4.11%	4
2025 Q4	$8.14M	Sell	18,103 -756	-4%	-$335K	4.81%	4
2025 Q3	$8.39M	Sell	18,859 -1,196	-6%	-$415K	5.58%	4
2025 Q2	$6.37M	Buy	20,055 +1,376	+7%	+$415K	4.7%	4
2025 Q1	$4.84M	Sell	18,679 -5,210	-22%	-$1.74M	3.95%	4
2024 Q4	$9.6M	Buy	+23,889	New	+$7.69M	8.56%	4

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

AdviceOne Advisory Services's TSLA Position: Q3 2026 in Review

AdviceOne Advisory Services reduced its Tesla (TSLA) stake by 3% in Q3 2026, selling an estimated $197K and leaving 17,705 shares worth $6.28M. The position accounts for 3.75% of the portfolio, ranked #4.

AdviceOne Advisory Services first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.6M in Q4 2024. 1,394 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

AdviceOne Advisory Services held 17,705 shares of Tesla worth $6.28M as of Q3 2026.
AdviceOne Advisory Services sold 551 Tesla shares in Q3 2026, an estimated $197K.
Tesla made up 3.75% of AdviceOne Advisory Services's portfolio in Q3 2026, its #4 holding.
AdviceOne Advisory Services first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
AdviceOne Advisory Services's Tesla position peaked at $9.6M in Q4 2024.
1,394 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.