AIM
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Avity Investment Management’s Tesla TSLA Stock Holding History

Avity Investment 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 		$206K Hold
581
– – 0.01% 116
2026
Q2 		$244K Hold
581
– – 0.02% 109
2026
Q1 		$216K Hold
581
– – 0.02% 108
2025
Q4 		$261K Hold
581
– – 0.02% 97
2025
Q3 		$258K Sell
581
-50
-8% -$17.3K 0.02% 98
2025
Q2 		$200K Buy
+631
New +$190K 0.01% 106
2025
Q1 		– Sell
-712
Closed -$288K – 110
2024
Q4 		$288K Buy
+712
New +$229K 0.02% 90
2024
Q1 		– Sell
-1,027
Closed -$255K – 114
2023
Q4 		$255K Buy
+1,027
New +$244K 0.02% 89
2022
Q4 		– Sell
-783
Closed -$208K – 83
2022
Q3 		$208K Buy
+783
New +$219K 0.02% 77
2022
Q2 		– Sell
-633
Closed -$227K – 92
2022
Q1 		$227K Hold
633
– – 0.02% 86
2021
Q4 		$223K Buy
+633
New +$212K 0.02% 88

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

Avity Investment Management's TSLA Position: Q3 2026 in Review

Avity Investment Management held its Tesla (TSLA) position steady in Q3 2026 at 581 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #116.

Avity Investment Management first reported a position in TSLA in Q4 2021 and has held it in 11 quarters since. The position peaked at $288K in Q4 2024. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Avity Investment Management held 581 shares of Tesla worth $206K as of Q3 2026.
  • Avity Investment Management left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.01% of Avity Investment Management's portfolio in Q3 2026, its #116 holding.
  • Avity Investment Management first reported a position in Tesla in Q4 2021 and has held it in 11 quarters since.
  • Avity Investment Management's Tesla position peaked at $288K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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