Beta Wealth Group
TSLA icon

Beta Wealth Group’s Tesla TSLA Stock Holding History

Beta Wealth Group’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 		$899K Buy
+2,533
New +$906K 0.34% 56

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

Beta Wealth Group's TSLA Position: Q3 2026 in Review

Beta Wealth Group opened a new position in Tesla (TSLA) in Q3 2026: 2,533 shares worth $899K. The stake represents 0.34% of the portfolio and ranks #56 among its holdings.

3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Beta Wealth Group held 2,533 shares of Tesla worth $899K as of Q3 2026.
  • Tesla was a new Beta Wealth Group position in Q3 2026.
  • Tesla made up 0.34% of Beta Wealth Group's portfolio in Q3 2026, its #56 holding.
  • 3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Beta Wealth Group's 13F filing for Q3 2026, filed 10 Nov 2026.