Annex Advisory Services
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Annex Advisory Services’s Tesla TSLA Stock Holding History

Annex Advisory Services’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 		$2.43M Sell
6,858
-689
-9% -$247K 0.04% 147
2026
Q2 		$3.17M Buy
7,547
+3,326
+79% +$1.32M 0.05% 134
2026
Q1 		$1.57M Buy
4,221
+1,073
+34% +$442K 0.03% 166
2025
Q4 		$1.42M Buy
3,148
+22
+0.7% +$9.8K 0.03% 169
2025
Q3 		$1.39M Sell
3,126
-21
-0.7% -$7.28K 0.03% 150
2025
Q2 		$1000K Buy
3,147
+14
+0.4% +$4.22K 0.02% 161
2025
Q1 		$812K Sell
3,133
-474
-13% -$158K 0.02% 176
2024
Q4 		$1.46M Sell
3,607
-645
-15% -$208K 0.04% 136
2024
Q3 		$1.11M Sell
4,252
-38
-0.9% -$8.67K 0.04% 138
2024
Q2 		$849K Sell
4,290
-127
-3% -$22.2K 0.03% 143
2024
Q1 		$776K Sell
4,417
-1,005
-19% -$196K 0.03% 146
2023
Q4 		$1.35M Buy
5,422
+663
+14% +$158K 0.06% 111
2023
Q3 		$1.19M Buy
4,759
+74
+2% +$19K 0.07% 101
2023
Q2 		$1.23M Buy
4,685
+7
+0.1% +$1.4K 0.07% 100
2023
Q1 		$971K Sell
4,678
-121
-3% -$21.1K 0.05% 110
2022
Q4 		$591K Sell
4,799
-124
-3% -$23.5K 0.03% 137
2022
Q3 		$1.31M Sell
4,923
-198
-4% -$55.3K 0.09% 106
2022
Q2 		$1.15M Buy
5,121
+819
+19% +$224K 0.08% 123
2022
Q1 		$1.54M Buy
4,302
+879
+26% +$274K 0.11% 105
2021
Q4 		$1.2M Buy
3,423
+126
+4% +$42.3K 0.08% 117
2021
Q3 		$852K Sell
3,297
-93
-3% -$21.9K 0.07% 123
2021
Q2 		$768K Buy
3,390
+567
+20% +$123K 0.06% 129
2021
Q1 		$629K Sell
2,823
-972
-26% -$244K 0.06% 127
2020
Q4 		$893K Buy
3,795
+255
+7% +$43.5K 0.09% 114
2020
Q3 		$506K Sell
3,540
-1,635
-32% -$193K 0.06% 84
2020
Q2 		$373K Sell
5,175
-2,100
-29% -$114K 0.05% 93
2020
Q1 		$254K Buy
+7,275
New +$302K 0.04% 106

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Annex Advisory Services's TSLA Position: Q3 2026 in Review

Annex Advisory Services reduced its Tesla (TSLA) stake by 9.1% in Q3 2026, selling an estimated $247K and leaving 6,858 shares worth $2.43M. The position accounts for 0.04% of the portfolio, ranked #147.

Annex Advisory Services first reported a position in TSLA in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.17M in Q2 2026. 1,282 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Annex Advisory Services held 6,858 shares of Tesla worth $2.43M as of Q3 2026.
  • Annex Advisory Services sold 689 Tesla shares in Q3 2026, an estimated $247K.
  • Tesla made up 0.04% of Annex Advisory Services's portfolio in Q3 2026, its #147 holding.
  • Annex Advisory Services first reported a position in Tesla in Q1 2020 and has held it in 27 quarters since.
  • Annex Advisory Services's Tesla position peaked at $3.17M in Q2 2026.
  • 1,282 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.