Ascent Wealth Partners
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Ascent Wealth Partners’s Tesla TSLA Stock Holding History

Ascent Wealth Partners’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 		$560K Buy
1,578
+33
+2% +$11.8K 0.06% 147
2026
Q2 		$650K Buy
1,545
+450
+41% +$179K 0.07% 140
2026
Q1 		$407K Sell
1,095
-3,638
-77% -$1.5M 0.05% 146
2025
Q4 		$2.13M Buy
4,733
+6
+0.1% +$2.66K 0.24% 82
2025
Q3 		$2.1M Buy
4,727
+2
+0% +$694 0.24% 83
2025
Q2 		$1.5M Buy
4,725
+15
+0.3% +$4.52K 0.19% 103
2025
Q1 		$1.22M Buy
4,710
+18
+0.4% +$6K 0.16% 109
2024
Q4 		$1.89M Hold
4,692
– – 0.26% 75
2024
Q3 		$1.23M Sell
4,692
-29
-0.6% -$6.61K 0.17% 100
2024
Q2 		$934K Buy
4,721
+85
+2% +$14.9K 0.14% 110
2024
Q1 		$815K Sell
4,636
-5,048
-52% -$986K 0.12% 111
2023
Q4 		$2.41M Buy
9,684
+4,928
+104% +$1.17M 0.39% 55
2023
Q3 		$1.19M Sell
4,756
-12
-0.3% -$3.08K 0.22% 88
2023
Q2 		$1.28M Buy
4,768
+136
+3% +$27.2K 0.23% 91
2023
Q1 		$961K Buy
4,632
+555
+14% +$96.8K 0.19% 101
2022
Q4 		$502K Sell
4,077
-33
-0.8% -$6.25K 0.11% 117
2022
Q3 		$1.09M Buy
4,110
+75
+2% +$20.9K 0.26% 83
2022
Q2 		$906K Sell
4,035
-5,736
-59% -$1.57M 0.2% 94
2022
Q1 		$3.51M Buy
9,771
+66
+0.7% +$20.6K 0.66% 49
2021
Q4 		$3.42M Buy
9,705
+174
+2% +$58.4K 0.61% 50
2021
Q3 		$2.46M Buy
9,531
+96
+1% +$22.6K 0.47% 56
2021
Q2 		$2.14M Sell
9,435
-231
-2% -$50.1K 0.41% 57
2021
Q1 		$2.15M Sell
9,666
-4,065
-30% -$1.02M 0.47% 55
2020
Q4 		$3.23M Sell
13,731
-840
-6% -$143K 0.72% 46
2020
Q3 		$2.08M Sell
14,571
-11,859
-45% -$1.4M 0.53% 55
2020
Q2 		$1.9M Buy
26,430
+555
+2% +$30K 0.55% 53
2020
Q1 		$903K Buy
+25,875
New +$1.07M 0.33% 59

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
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ascent Wealth Partners's TSLA Position: Q3 2026 in Review

Ascent Wealth Partners increased its Tesla (TSLA) stake by 2.1% in Q3 2026, buying an estimated $11.8K and bringing the position to 1,578 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #147.

Ascent Wealth Partners first reported a position in TSLA in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.51M in Q1 2022. 1,934 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Ascent Wealth Partners held 1,578 shares of Tesla worth $560K as of Q3 2026.
  • Ascent Wealth Partners bought 33 Tesla shares in Q3 2026, an estimated $11.8K.
  • Tesla made up 0.06% of Ascent Wealth Partners's portfolio in Q3 2026, its #147 holding.
  • Ascent Wealth Partners first reported a position in Tesla in Q1 2020 and has held it in 27 quarters since.
  • Ascent Wealth Partners's Tesla position peaked at $3.51M in Q1 2022.
  • 1,934 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.