Axxcess Wealth Management
TSLA icon

Axxcess Wealth Management’s Tesla TSLA Stock Holding History

Axxcess 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 		$16.2M Sell
45,699
-23,531
-34% -$8.42M 0.66% 22
2026
Q2 		$29.1M Sell
69,230
-325
-0.5% -$129K 0.46% 46
2026
Q1 		$24.9M Sell
69,555
-7,054
-9% -$2.91M 0.8% 30
2025
Q4 		$33.4M Buy
76,609
+11,726
+18% +$5.2M 0.58% 40
2025
Q3 		$28.5M Buy
64,883
+564
+0.9% +$196K 0.6% 35
2025
Q2 		$20.3M Buy
64,319
+475
+0.7% +$143K 0.48% 41
2025
Q1 		$16.5M Buy
63,844
+4,349
+7% +$1.45M 0.44% 52
2024
Q4 		$24M Buy
59,495
+1,623
+3% +$522K 0.58% 36
2024
Q3 		$15.1M Sell
57,872
-10,936
-16% -$2.49M 0.37% 55
2024
Q2 		$13.6M Buy
68,808
+14,124
+26% +$2.47M 0.36% 54
2024
Q1 		$9.6M Buy
54,684
+6,895
+14% +$1.35M 0.26% 78
2023
Q4 		$11.9M Sell
47,789
-1,660
-3% -$395K 0.34% 61
2023
Q3 		$12.3M Buy
49,449
+14,490
+41% +$3.72M 0.42% 51
2023
Q2 		$9.15M Buy
34,959
+909
+3% +$182K 0.66% 30
2023
Q1 		$7.06M Buy
34,050
+2,114
+7% +$369K 0.53% 40
2022
Q4 		$3.9M Sell
31,936
-12,098
-27% -$2.29M 0.32% 67
2022
Q3 		$11.6M Buy
+44,034
New +$12.3M 1.1% 14

Other funds holding TSLA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Tesla (TSLA) stake by 34% in Q3 2026, selling an estimated $8.42M and leaving 45,699 shares worth $16.2M. The position accounts for 0.66% of the portfolio, ranked #22.

Axxcess Wealth Management first reported a position in TSLA in Q3 2022 and has held it in 17 quarters since. The position peaked at $33.4M in Q4 2025. 3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Axxcess Wealth Management held 45,699 shares of Tesla worth $16.2M as of Q3 2026.
  • Axxcess Wealth Management sold 23,531 Tesla shares in Q3 2026, an estimated $8.42M.
  • Tesla made up 0.66% of Axxcess Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Axxcess Wealth Management first reported a position in Tesla in Q3 2022 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Tesla position peaked at $33.4M in Q4 2025.
  • 3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.