Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s Tesla TSLA Stock Holding History

Baker Tilly 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 		$4.17M Sell
11,762
-14
-0.1% -$5.01K 0.82% 25
2026
Q2 		$4.95M Sell
11,776
-432
-4% -$172K 1.05% 22
2026
Q1 		$4.54M Buy
12,208
+755
+7% +$311K 1.1% 24
2025
Q4 		$5.15M Buy
11,453
+283
+3% +$125K 1.27% 20
2025
Q3 		$4.97M Sell
11,170
-216
-2% -$74.9K 1.12% 24
2025
Q2 		$3.62M Sell
11,386
-478
-4% -$144K 1.29% 18
2025
Q1 		$3.07M Buy
11,864
+238
+2% +$79.3K 1.21% 16
2024
Q4 		$4.7M Buy
11,626
+648
+6% +$208K 1.84% 11
2024
Q3 		$2.87M Buy
10,978
+1,840
+20% +$420K 1.27% 15
2024
Q2 		$1.81M Sell
9,138
-4,666
-34% -$815K 0.74% 24
2024
Q1 		$2.43M Sell
13,804
-4,148
-23% -$810K 0.44% 53
2023
Q4 		$4.46M Sell
17,952
-3,253
-15% -$773K 0.73% 20
2023
Q3 		$5.31M Sell
21,205
-20,807
-50% -$5.34M 0.87% 18
2023
Q2 		$11M Buy
42,012
+5,034
+14% +$1.01M 1.15% 15
2023
Q1 		$7.67M Buy
36,978
+8,332
+29% +$1.45M 0.86% 19
2022
Q4 		$3.53M Buy
28,646
+7,931
+38% +$1.5M 0.43% 56
2022
Q3 		$5.5M Buy
20,715
+1,215
+6% +$339K 0.75% 23
2022
Q2 		$4.38M Buy
19,500
+1,788
+10% +$488K 0.57% 37
2022
Q1 		$6.36M Buy
17,712
+7,794
+79% +$2.43M 0.7% 25
2021
Q4 		$3.49M Sell
9,918
-4,704
-32% -$1.58M 0.38% 53
2021
Q3 		$3.78M Buy
14,622
+567
+4% +$133K 0.5% 41
2021
Q2 		$3.18M Buy
14,055
+219
+2% +$47.5K 0.51% 42
2021
Q1 		$3.08M Sell
13,836
-2,628
-16% -$660K 0.63% 31
2020
Q4 		$3.87M Buy
+16,464
New +$2.81M 1.2% 10

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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 $57.1B AUM 43.46% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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

Baker Tilly Wealth Management's TSLA Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Tesla (TSLA) stake by 0.12% in Q3 2026, selling an estimated $5.01K and leaving 11,762 shares worth $4.17M. The position accounts for 0.82% of the portfolio, ranked #25.

Baker Tilly Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 24 quarters since. The position peaked at $11M in Q2 2023. 2,213 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Baker Tilly Wealth Management held 11,762 shares of Tesla worth $4.17M as of Q3 2026.
  • Baker Tilly Wealth Management sold 14 Tesla shares in Q3 2026, an estimated $5.01K.
  • Tesla made up 0.82% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Baker Tilly Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Tesla position peaked at $11M in Q2 2023.
  • 2,213 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.