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Altus Wealth Management’s Tesla TSLA Stock Holding History

Altus 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
Q2 		$460K Sell
1,095
-20
-2% -$7.95K 0.18% 20
2026
Q1 		$414K Buy
1,115
+244
+28% +$101K 0.18% 19
2025
Q4 		$392K Hold
871
– – 0.17% 24
2025
Q3 		$387K Buy
871
+50
+6% +$17.3K 0.17% 26
2025
Q2 		$261K Sell
821
-104
-11% -$31.3K 0.12% 28
2025
Q1 		$240K Buy
925
+86
+10% +$28.7K 0.11% 39
2024
Q4 		$339K Sell
839
-224
-21% -$72.1K 0.15% 30
2024
Q3 		$278K Sell
1,063
-270
-20% -$61.6K 0.13% 36
2024
Q2 		$264K Buy
1,333
+30
+2% +$5.24K 0.13% 37
2024
Q1 		$229K Sell
1,303
-573
-31% -$112K 0.12% 40
2023
Q4 		$466K Buy
1,876
+80
+4% +$19K 0.28% 24
2023
Q3 		$449K Buy
1,796
+213
+13% +$54.7K 0.31% 22
2023
Q2 		$414K Sell
1,583
-540
-25% -$108K 0.33% 17
2023
Q1 		$440K Buy
2,123
+224
+12% +$39.1K 0.36% 16
2022
Q4 		$234K Sell
1,899
-45
-2% -$8.52K 0.21% 25
2022
Q3 		$516K Hold
1,944
– – 0.44% 19
2022
Q2 		$436K Hold
1,944
– – 0.34% 21
2022
Q1 		$698K Sell
1,944
-150
-7% -$46.7K 0.48% 19
2021
Q4 		$738K Hold
2,094
– – 0.44% 18
2021
Q3 		$541K Sell
2,094
-3
-0.1% -$706 0.34% 18
2021
Q2 		$475K Hold
2,097
– – 0.31% 19
2021
Q1 		$467K Buy
2,097
+45
+2% +$11.3K 0.33% 19
2020
Q4 		$483K Hold
2,052
– – 0.37% 18
2020
Q3 		$293K Buy
+2,052
New +$242K 0.27% 20

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Altus Wealth Management's TSLA Position: Q2 2026 in Review

Altus Wealth Management reduced its Tesla (TSLA) stake by 1.8% in Q2 2026, selling an estimated $7.95K and leaving 1,095 shares worth $460K. The position accounts for 0.18% of the portfolio, ranked #20.

Altus Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $738K in Q4 2021. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Altus Wealth Management held 1,095 shares of Tesla worth $460K as of Q2 2026.
  • Altus Wealth Management sold 20 Tesla shares in Q2 2026, an estimated $7.95K.
  • Tesla made up 0.18% of Altus Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Altus Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Altus Wealth Management's Tesla position peaked at $738K in Q4 2021.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.