Altus Wealth Group
TSLA icon

Altus Wealth Group’s Tesla TSLA Stock Holding History

Altus Wealth Group’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 		$310K Sell
874
-136
-13% -$48.7K 0.12% 102
2026
Q2 		$425K Sell
1,010
-613
-38% -$244K 0.15% 102
2026
Q1 		$603K Buy
1,623
+197
+14% +$81.2K 0.25% 72
2025
Q4 		$641K Sell
1,426
-23
-2% -$10.2K 0.26% 72
2025
Q3 		$644K Sell
1,449
-65
-4% -$22.5K 0.26% 70
2025
Q2 		$481K Sell
1,514
-170
-10% -$51.2K 0.21% 84
2025
Q1 		$436K Sell
1,684
-194
-10% -$64.7K 0.2% 90
2024
Q4 		$758K Sell
1,878
-1,885
-50% -$606K 0.34% 67
2024
Q3 		$985K Sell
3,763
-542
-13% -$124K 0.42% 52
2024
Q2 		$852K Buy
4,305
+130
+3% +$22.7K 0.43% 54
2024
Q1 		$734K Buy
4,175
+3,249
+351% +$635K 0.37% 62
2023
Q4 		$230K Buy
+926
New +$220K 0.13% 121
2022
Q4 		– Sell
-286
Closed -$222K – 157
2022
Q3 		$222K Sell
286
-572
-67% -$160K 0.22% 102
2022
Q2 		$222K Buy
858
+153
+22% +$41.8K 0.22% 102
2022
Q1 		$253K Buy
705
+21
+3% +$6.54K 0.21% 95
2021
Q4 		$241K Sell
684
-174
-20% -$58.4K 0.2% 99
2021
Q3 		$222K Buy
+858
New +$202K 0.22% 102
2021
Q2 		– Sell
-1,053
Closed -$236K – 160
2021
Q1 		$236K Sell
1,053
-54
-5% -$13.6K 0.23% 90
2020
Q4 		$260K Buy
+1,107
New +$189K 0.25% 84

Other funds holding TSLA

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
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Altus Wealth Group's TSLA Position: Q3 2026 in Review

Altus Wealth Group reduced its Tesla (TSLA) stake by 13% in Q3 2026, selling an estimated $48.7K and leaving 874 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #102.

Altus Wealth Group first reported a position in TSLA in Q4 2020 and has held it in 19 quarters since. The position peaked at $985K in Q3 2024. 2,771 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Altus Wealth Group held 874 shares of Tesla worth $310K as of Q3 2026.
  • Altus Wealth Group sold 136 Tesla shares in Q3 2026, an estimated $48.7K.
  • Tesla made up 0.12% of Altus Wealth Group's portfolio in Q3 2026, its #102 holding.
  • Altus Wealth Group first reported a position in Tesla in Q4 2020 and has held it in 19 quarters since.
  • Altus Wealth Group's Tesla position peaked at $985K in Q3 2024.
  • 2,771 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.