Altus Wealth Management’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
$388K Hold
1,095
– – 0.15% 22
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

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

Altus Wealth Management held its Tesla (TSLA) position steady in Q3 2026 at 1,095 shares worth $388K. The position accounts for 0.15% of the portfolio, ranked #22.

Altus Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 25 quarters since. The position peaked at $738K in Q4 2021. 1,934 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Altus Wealth Management held 1,095 shares of Tesla worth $388K as of Q3 2026.
  • Altus Wealth Management left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.15% of Altus Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Altus Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 25 quarters since.
  • Altus Wealth Management's Tesla position peaked at $738K in Q4 2021.
  • 1,934 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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