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Avaii Wealth Management’s Tesla TSLA Stock Holding History

Avaii 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 		$10.3M Sell
27,896
-632
-2% -$226K 2.97% 7
2026
Q2 		$12M Buy
28,528
+278
+1% +$111K 3.52% 6
2026
Q1 		$10.5M Buy
28,250
+3,027
+12% +$1.25M 3.66% 6
2025
Q4 		$11.3M Sell
25,223
-2,979
-11% -$1.32M 4.11% 4
2025
Q3 		$12.5M Buy
28,202
+10,105
+56% +$3.5M 4.77% 3
2025
Q2 		$5.75M Buy
18,097
+6,546
+57% +$1.97M 2.55% 15
2025
Q1 		$2.99M Buy
11,551
+7,915
+218% +$2.64M 1.6% 17
2024
Q4 		$1.47M Buy
3,636
+31
+0.9% +$9.97K 0.72% 21
2024
Q3 		$943K Buy
3,605
+210
+6% +$47.9K 0.48% 28
2024
Q2 		$672K Buy
3,395
+138
+4% +$24.1K 0.37% 45
2024
Q1 		$573K Sell
3,257
-1,236
-28% -$241K 0.34% 53
2023
Q4 		$1.12M Sell
4,493
-1,455
-24% -$346K 0.73% 22
2023
Q3 		$1.49M Buy
5,948
+186
+3% +$47.8K 1.13% 15
2023
Q2 		$1.51M Buy
5,762
+1,208
+27% +$242K 1.16% 15
2023
Q1 		$945K Buy
4,554
+2,891
+174% +$504K 0.82% 26
2022
Q4 		$205K Sell
1,663
-443
-21% -$83.9K 0.18% 119
2022
Q3 		$559K Sell
2,106
-549
-21% -$153K 0.58% 39
2022
Q2 		$596K Buy
2,655
+366
+16% +$99.9K 0.64% 26
2022
Q1 		$822K Buy
+2,289
New +$713K 0.76% 22

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Avaii Wealth Management reduced its Tesla (TSLA) stake by 2.2% in Q3 2026, selling an estimated $226K and leaving 27,896 shares worth $10.3M. The position accounts for 2.97% of the portfolio, ranked #7.

Avaii Wealth Management first reported a position in TSLA in Q1 2022 and has held it in 19 quarters since. The position peaked at $12.5M in Q3 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Avaii Wealth Management held 27,896 shares of Tesla worth $10.3M as of Q3 2026.
  • Avaii Wealth Management sold 632 Tesla shares in Q3 2026, an estimated $226K.
  • Tesla made up 2.97% of Avaii Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Avaii Wealth Management first reported a position in Tesla in Q1 2022 and has held it in 19 quarters since.
  • Avaii Wealth Management's Tesla position peaked at $12.5M in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.