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Box Hill Private Wealth’s Tesla TSLA Stock Holding History

Box Hill Private Wealth’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 		$1.67M Sell
4,716
-215
-4% -$76.9K 1.22% 22
2026
Q2 		$2.07M Sell
4,931
-1,280
-21% -$509K 1.66% 18
2026
Q1 		$2.31M Buy
6,211
+271
+5% +$112K 2.28% 11
2025
Q4 		$2.67M Buy
+5,940
New +$2.63M 2.7% 7

Other funds holding TSLA

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Box Hill Private Wealth's TSLA Position: Q3 2026 in Review

Box Hill Private Wealth reduced its Tesla (TSLA) stake by 4.4% in Q3 2026, selling an estimated $76.9K and leaving 4,716 shares worth $1.67M. The position accounts for 1.22% of the portfolio, ranked #22.

Box Hill Private Wealth first reported a position in TSLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.67M in Q4 2025. 36 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Box Hill Private Wealth held 4,716 shares of Tesla worth $1.67M as of Q3 2026.
  • Box Hill Private Wealth sold 215 Tesla shares in Q3 2026, an estimated $76.9K.
  • Tesla made up 1.22% of Box Hill Private Wealth's portfolio in Q3 2026, its #22 holding.
  • Box Hill Private Wealth first reported a position in Tesla in Q4 2025 and has held it in 4 quarters since.
  • Box Hill Private Wealth's Tesla position peaked at $2.67M in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.