Advisor OS
TSLA icon

Advisor OS’s Tesla TSLA Stock Holding History

Advisor OS’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
Q1 		– Sell
-300
Closed -$566 – 633
2025
Q4 		$566 Hold
300
– – ﹤0.01% 497
2025
Q3 		$9.7K Hold
300
– – ﹤0.01% 469
2025
Q2 		$327 Buy
+300
New +$90.4K ﹤0.01% 458

Other funds holding TSLA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Advisor OS's TSLA Position: Q3 2026 in Review

Advisor OS increased its Tesla (TSLA) stake by 0.09% in Q3 2026, buying an estimated $3.58K and bringing the position to 10,965 shares worth $3.89M. The position accounts for 0.26% of the portfolio, ranked #64.

Advisor OS first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.61M in Q2 2026. 3,028 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Advisor OS held 10,965 shares of Tesla worth $3.89M as of Q3 2026.
  • Advisor OS bought 10 Tesla shares in Q3 2026, an estimated $3.58K.
  • Tesla made up 0.26% of Advisor OS's portfolio in Q3 2026, its #64 holding.
  • Advisor OS first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • Advisor OS's Tesla position peaked at $4.61M in Q2 2026.
  • 3,028 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.