Advocate Group’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
$1.43M Hold
4,040
– – 0.22% 81
2026
Q2
$1.7M Hold
4,040
– – 0.26% 80
2026
Q1
$1.5M Buy
4,040
+2
+0% +$824 0.23% 79
2025
Q4
$1.82M Hold
4,038
– – 0.29% 75
2025
Q3
$1.8M Sell
4,038
-63
-2% -$21.9K 0.3% 72
2025
Q2
$1.3M Hold
4,101
– – 0.23% 77
2025
Q1
$1.06M Buy
4,101
+41
+1% +$13.7K 0.19% 78
2024
Q4
$1.64M Hold
4,060
– – 0.31% 71
2024
Q3
$1.06M Sell
4,060
-18
-0.4% -$4.1K 0.19% 79
2024
Q2
$807K Buy
4,078
+250
+7% +$43.7K 0.16% 85
2024
Q1
$673K Buy
3,828
+750
+24% +$147K 0.13% 87
2023
Q4
$765K Hold
3,078
– – 0.16% 87
2023
Q3
$770K Buy
3,078
+18
+0.6% +$4.62K 0.18% 82
2023
Q2
$801K Hold
3,060
– – 0.18% 83
2023
Q1
$635K Buy
+3,060
New +$534K 0.14% 87

Other funds holding TSLA

Advocate Group's TSLA Position: Q3 2026 in Review

Advocate Group held its Tesla (TSLA) position steady in Q3 2026 at 4,040 shares worth $1.43M. The position accounts for 0.22% of the portfolio, ranked #81.

Advocate Group first reported a position in TSLA in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.82M in Q4 2025. 2,054 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Advocate Group held 4,040 shares of Tesla worth $1.43M as of Q3 2026.
  • Advocate Group left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.22% of Advocate Group's portfolio in Q3 2026, its #81 holding.
  • Advocate Group first reported a position in Tesla in Q1 2023 and has held it in 15 quarters since.
  • Advocate Group's Tesla position peaked at $1.82M in Q4 2025.
  • 2,054 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.