Biltmore Wealth Management’s Tesla TSLA Stock Holding History

Biltmore 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	$887K	Sell	2,499 -134	-5%	-$48K	0.27%	33
2026 Q2	$1.11M	Sell	2,633 -79	-3%	-$31.4K	0.35%	26
2026 Q1	$1.01M	Buy	2,712 +22	+0.8%	+$9.06K	0.36%	24
2025 Q4	$1.21M	Sell	2,690 -18	-0.7%	-$7.98K	0.46%	19
2025 Q3	$1.2M	Sell	2,708 -842	-24%	-$292K	0.46%	19
2025 Q2	$1.13M	Sell	3,550 -179	-5%	-$53.9K	0.46%	21
2025 Q1	$966K	Sell	3,729 -43	-1%	-$14.3K	0.41%	23
2024 Q4	$1.52M	Buy	3,772 +99	+3%	+$31.9K	0.63%	19
2024 Q3	$961K	Buy	3,673 +334	+10%	+$76.2K	0.39%	24
2024 Q2	$661K	Buy	3,339 +70	+2%	+$12.2K	0.29%	32
2024 Q1	$812K	Hold	3,269	–	–	0.39%	27
2023 Q4	$812K	Hold	3,269	–	–	0.39%	27
2023 Q3	$818K	Buy	3,269 +385	+13%	+$98.9K	0.39%	25
2023 Q2	$755K	Buy	+2,884	New	+$577K	0.32%	28

Other funds holding TSLA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Biltmore Wealth Management's TSLA Position: Q3 2026 in Review

Biltmore Wealth Management reduced its Tesla (TSLA) stake by 5.1% in Q3 2026, selling an estimated $48K and leaving 2,499 shares worth $887K. The position accounts for 0.27% of the portfolio, ranked #33.

Biltmore Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.52M in Q4 2024. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Biltmore Wealth Management held 2,499 shares of Tesla worth $887K as of Q3 2026.
Biltmore Wealth Management sold 134 Tesla shares in Q3 2026, an estimated $48K.
Tesla made up 0.27% of Biltmore Wealth Management's portfolio in Q3 2026, its #33 holding.
Biltmore Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 14 quarters since.
Biltmore Wealth Management's Tesla position peaked at $1.52M in Q4 2024.
2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.