Apex Wealth Management’s Tesla TSLA Stock Holding History

Apex 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 Q3	$4.34M	Sell	12,227 -10	-0.1%	-$3.58K	2.55%	16
2026 Q2	$5.15M	Sell	12,237 -156	-1%	-$62K	3.14%	12
2026 Q1	$4.61M	Buy	12,393 +7,285	+143%	+$3M	3.16%	13
2025 Q4	$2.23M	Sell	5,108 -7,597	-60%	-$3.37M	2.27%	14
2025 Q3	$5.65M	Sell	12,705 -198	-2%	-$68.7K	4.04%	9
2025 Q2	$4.1M	Buy	12,903 +247	+2%	+$74.4K	3.29%	11
2025 Q1	$3.28M	Sell	12,656 -1,606	-11%	-$535K	2.95%	11
2024 Q4	$5.76M	Buy	+14,262	New	+$4.59M	4.97%	5

Other funds holding TSLA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Apex Wealth Management reduced its Tesla (TSLA) stake by 0.08% in Q3 2026, selling an estimated $3.58K and leaving 12,227 shares worth $4.34M. The position accounts for 2.55% of the portfolio, ranked #16.

Apex Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.76M in Q4 2024. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Apex Wealth Management held 12,227 shares of Tesla worth $4.34M as of Q3 2026.
Apex Wealth Management sold 10 Tesla shares in Q3 2026, an estimated $3.58K.
Tesla made up 2.55% of Apex Wealth Management's portfolio in Q3 2026, its #16 holding.
Apex Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
Apex Wealth Management's Tesla position peaked at $5.76M in Q4 2024.
2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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