Amplius Wealth Advisors
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Amplius Wealth Advisors’s Tesla TSLA Stock Holding History

Amplius Wealth Advisors’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 		$864K Buy
2,435
+1,083
+80% +$388K 0.06% 90
2026
Q2 		$569K Buy
1,352
+264
+24% +$105K 0.04% 111
2026
Q1 		$405K Buy
1,088
+90
+9% +$37.1K 0.03% 123
2025
Q4 		$449K Buy
998
+35
+4% +$15.5K 0.04% 112
2025
Q3 		$428K Sell
963
-659
-41% -$229K 0.04% 119
2025
Q2 		$515K Buy
1,622
+36
+2% +$10.8K 0.05% 115
2025
Q1 		$411K Buy
1,586
+402
+34% +$134K 0.04% 123
2024
Q4 		$478K Sell
1,184
-286
-19% -$92K 0.05% 109
2024
Q3 		$385K Sell
1,470
-19
-1% -$4.33K 0.04% 113
2024
Q2 		$295K Sell
1,489
-23
-2% -$4.02K 0.03% 131
2024
Q1 		$266K Sell
1,512
-111
-7% -$21.7K 0.03% 139
2023
Q4 		$403K Buy
1,623
+40
+3% +$9.5K 0.05% 109
2023
Q3 		$396K Buy
1,583
+125
+9% +$32.1K 0.05% 106
2023
Q2 		$382K Sell
1,458
-16
-1% -$3.2K 0.05% 115
2023
Q1 		$306K Buy
+1,474
New +$257K 0.04% 122
2022
Q4 		– Sell
-1,714
Closed -$455K – 190
2022
Q3 		$455K Buy
1,714
+202
+13% +$56.4K 0.08% 92
2022
Q2 		$339K Sell
1,512
-426
-22% -$116K 0.05% 122
2022
Q1 		$696K Buy
1,938
+90
+5% +$28K 0.11% 82
2021
Q4 		$650K Buy
+1,848
New +$620K 0.09% 91

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Amplius Wealth Advisors's TSLA Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Tesla (TSLA) stake by 80% in Q3 2026, buying an estimated $388K and bringing the position to 2,435 shares worth $864K. The position accounts for 0.06% of the portfolio, ranked #90.

Amplius Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. 2,047 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Amplius Wealth Advisors held 2,435 shares of Tesla worth $864K as of Q3 2026.
  • Amplius Wealth Advisors bought 1,083 Tesla shares in Q3 2026, an estimated $388K.
  • Tesla made up 0.06% of Amplius Wealth Advisors's portfolio in Q3 2026, its #90 holding.
  • Amplius Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • 2,047 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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