Barlow Wealth Partners
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Barlow Wealth Partners’s Tesla TSLA Stock Holding History

Barlow Wealth Partners’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 		$220K Sell
578
-192
-25% -$68.7K 0.02% 145
2026
Q2 		$303K Buy
770
+262
+52% +$104K 0.03% 119
2026
Q1 		$204K Buy
508
+35
+7% +$14.4K 0.02% 135
2025
Q4 		$210K Buy
+473
New +$210K 0.02% 131
2025
Q3 		– Sell
-911
Closed -$288K – 143
2025
Q2 		$288K Hold
911
– – 0.03% 107
2025
Q1 		$260K Sell
911
-3
-0.3% -$1K 0.03% 110
2024
Q4 		$391K Hold
914
– – 0.05% 92
2024
Q3 		$220K Buy
+914
New +$208K 0.03% 144

Other funds holding TSLA

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barlow Wealth Partners's TSLA Position: Q3 2026 in Review

Barlow Wealth Partners reduced its Tesla (TSLA) stake by 25% in Q3 2026, selling an estimated $68.7K and leaving 578 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #145.

Barlow Wealth Partners first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $391K in Q4 2024. 2,627 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Barlow Wealth Partners held 578 shares of Tesla worth $220K as of Q3 2026.
  • Barlow Wealth Partners sold 192 Tesla shares in Q3 2026, an estimated $68.7K.
  • Tesla made up 0.02% of Barlow Wealth Partners's portfolio in Q3 2026, its #145 holding.
  • Barlow Wealth Partners first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • Barlow Wealth Partners's Tesla position peaked at $391K in Q4 2024.
  • 2,627 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.