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Ballew Advisors’s Tesla TSLA Stock Holding History

Ballew Advisors’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 		$1.56M Sell
4,208
-1,452
-26% -$520K 0.77% 24
2026
Q2 		$2.23M Buy
5,660
+571
+11% +$227K 1.15% 17
2026
Q1 		$1.76M Buy
5,089
+34
+0.7% +$14K 0.99% 22
2025
Q4 		$2.26M Buy
5,055
+19
+0.4% +$8.42K 1.27% 17
2025
Q3 		$2.16M Sell
5,036
-350
-6% -$121K 1.21% 17
2025
Q2 		$1.7M Buy
5,386
+414
+8% +$125K 1.01% 20
2025
Q1 		$1.25M Buy
4,972
+1,960
+65% +$653K 0.84% 28
2024
Q4 		$1.21M Sell
3,012
-102
-3% -$32.8K 0.78% 29
2024
Q3 		$751K Buy
3,114
+64
+2% +$14.6K 0.5% 49
2024
Q2 		$771K Sell
3,050
-6
-0.2% -$1.05K 0.51% 52
2024
Q1 		$525K Sell
3,056
-13
-0.4% -$2.54K 0.36% 65
2023
Q4 		$675K Buy
3,069
+160
+6% +$38K 0.51% 50
2023
Q3 		$760K Sell
2,909
-21
-0.7% -$5.39K 0.63% 46
2023
Q2 		$791K Hold
2,930
– – 0.57% 47
2023
Q1 		$751K Sell
2,930
-99
-3% -$17.3K 0.55% 52
2022
Q4 		$374K Buy
3,029
+9
+0.3% +$1.7K 0.29% 69
2022
Q3 		$673K Sell
3,020
-76
-2% -$21.2K 0.6% 45
2022
Q2 		$738K Sell
3,096
-69
-2% -$18.8K 0.67% 39
2022
Q1 		$1.08M Buy
3,165
+204
+7% +$63.5K 0.82% 26
2021
Q4 		$1.04M Buy
+2,961
New +$993K 0.72% 36
2021
Q1 		– Sell
-1,815
Closed -$491K – 121
2020
Q4 		$491K Buy
+1,815
New +$310K 0.38% 55

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

Ballew Advisors's TSLA Position: Q3 2026 in Review

Ballew Advisors reduced its Tesla (TSLA) stake by 26% in Q3 2026, selling an estimated $520K and leaving 4,208 shares worth $1.56M. The position accounts for 0.77% of the portfolio, ranked #24.

Ballew Advisors first reported a position in TSLA in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.26M in Q4 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Ballew Advisors held 4,208 shares of Tesla worth $1.56M as of Q3 2026.
  • Ballew Advisors sold 1,452 Tesla shares in Q3 2026, an estimated $520K.
  • Tesla made up 0.77% of Ballew Advisors's portfolio in Q3 2026, its #24 holding.
  • Ballew Advisors first reported a position in Tesla in Q4 2020 and has held it in 21 quarters since.
  • Ballew Advisors's Tesla position peaked at $2.26M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.