Alterna Wealth Management’s Tesla TSLA Stock Holding History

Alterna 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	$225K	Sell	633 -182	-22%	-$65.1K	0.12%	99
2026 Q2	$343K	Buy	815 +50	+7%	+$19.9K	0.2%	76
2026 Q1	$284K	Hold	765	–	–	0.22%	82
2025 Q4	$344K	Sell	765 -50	-6%	-$22.2K	0.29%	76
2025 Q3	$362K	Sell	815 -10	-1%	-$3.47K	0.3%	71
2025 Q2	$262K	Buy	+825	New	+$249K	0.21%	88
2025 Q1	–	Sell	-981	Closed	-$396K	–	119
2024 Q4	$396K	Buy	+981	New	+$316K	0.33%	63
2023 Q3	–	Sell	-832	Closed	-$218K	–	111
2023 Q2	$218K	Buy	+832	New	+$166K	0.25%	94
2020 Q4	–	Sell	-1,425	Closed	-$204K	–	105
2020 Q3	$204K	Buy	+1,425	New	+$168K	0.3%	69
2019 Q1	–	Sell	-10,860	Closed	-$262K	–	311
2018 Q4	$262K	Buy	+10,860	New	+$234K	0.04%	279

Other funds holding TSLA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

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

Alterna Wealth Management reduced its Tesla (TSLA) stake by 22% in Q3 2026, selling an estimated $65.1K and leaving 633 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #99.

Alterna Wealth Management first reported a position in TSLA in Q4 2018 and has held it in 10 quarters since. The position peaked at $396K in Q4 2024. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Alterna Wealth Management held 633 shares of Tesla worth $225K as of Q3 2026.
Alterna Wealth Management sold 182 Tesla shares in Q3 2026, an estimated $65.1K.
Tesla made up 0.12% of Alterna Wealth Management's portfolio in Q3 2026, its #99 holding.
Alterna Wealth Management first reported a position in Tesla in Q4 2018 and has held it in 10 quarters since.
Alterna Wealth Management's Tesla position peaked at $396K in Q4 2024.
2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.