BetterWealth’s Tesla TSLA Stock Holding History

BetterWealth’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	$1.57M	Sell	4,419 -138	-3%	-$49.4K	0.27%	25
2026 Q2	$1.92M	Sell	4,557 -2	-0%	-$795	0.34%	26
2026 Q1	$1.69M	Buy	4,559 +79	+2%	+$32.5K	0.33%	26
2025 Q4	$2.01M	Sell	4,480 -43	-1%	-$19.1K	0.46%	21
2025 Q3	$2.01M	Buy	4,523 +1,013	+29%	+$351K	0.48%	21
2025 Q2	$1.11M	Hold	3,510	–	–	0.29%	27
2025 Q1	$910K	Sell	3,510 -46	-1%	-$15.3K	0.26%	30
2024 Q4	$1.44M	Buy	3,556 +143	+4%	+$46K	0.4%	28
2024 Q3	$893K	Sell	3,413 -280	-8%	-$63.9K	0.26%	29
2024 Q2	$731K	Hold	3,693	–	–	0.23%	29
2024 Q1	$649K	Hold	3,693	–	–	0.21%	32
2023 Q4	$918K	Hold	3,693	–	–	0.31%	28
2023 Q3	$924K	Hold	3,693	–	–	0.37%	21
2023 Q2	$967K	Hold	3,693	–	–	0.38%	21
2023 Q1	$766K	Buy	3,693 +21	+0.6%	+$3.66K	0.31%	22
2022 Q4	$452K	Sell	3,672 -75	-2%	-$14.2K	0.2%	24
2022 Q3	$994K	Hold	3,747	–	–	0.51%	17
2022 Q2	$841K	Hold	3,747	–	–	0.42%	19
2022 Q1	$1.35M	Hold	3,747	–	–	1.8%	7
2021 Q4	$1.32M	Buy	+3,747	New	+$1.26M	0.93%	13

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

BetterWealth's TSLA Position: Q3 2026 in Review

BetterWealth reduced its Tesla (TSLA) stake by 3% in Q3 2026, selling an estimated $49.4K and leaving 4,419 shares worth $1.57M. The position accounts for 0.27% of the portfolio, ranked #25.

BetterWealth first reported a position in TSLA in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.01M in Q4 2025. 827 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

BetterWealth held 4,419 shares of Tesla worth $1.57M as of Q3 2026.
BetterWealth sold 138 Tesla shares in Q3 2026, an estimated $49.4K.
Tesla made up 0.27% of BetterWealth's portfolio in Q3 2026, its #25 holding.
BetterWealth first reported a position in Tesla in Q4 2021 and has held it in 20 quarters since.
BetterWealth's Tesla position peaked at $2.01M in Q4 2025.
827 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.