Broadway Wealth Solutions’s Tesla TSLA Stock Holding History

Broadway Wealth Solutions’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	$853K	Sell	2,405 -753	-24%	-$269K	0.38%	24
2026 Q2	$1.33M	Buy	3,158 +601	+24%	+$239K	0.62%	19
2026 Q1	$951K	Hold	2,557	–	–	0.49%	21
2025 Q4	$1.15M	Buy	2,557 +9	+0.4%	+$3.99K	0.61%	19
2025 Q3	$1.13M	Buy	2,548 +233	+10%	+$80.8K	0.64%	19
2025 Q2	$735K	Sell	2,315 -39	-2%	-$11.8K	0.46%	22
2025 Q1	$610K	Buy	2,354 +54	+2%	+$18K	0.45%	19
2024 Q4	$929K	Buy	+2,300	New	+$740K	0.7%	18

Other funds holding TSLA

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

Broadway Wealth Solutions's TSLA Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its Tesla (TSLA) stake by 24% in Q3 2026, selling an estimated $269K and leaving 2,405 shares worth $853K. The position accounts for 0.38% of the portfolio, ranked #24.

Broadway Wealth Solutions first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q2 2026. 1,136 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Broadway Wealth Solutions held 2,405 shares of Tesla worth $853K as of Q3 2026.
Broadway Wealth Solutions sold 753 Tesla shares in Q3 2026, an estimated $269K.
Tesla made up 0.38% of Broadway Wealth Solutions's portfolio in Q3 2026, its #24 holding.
Broadway Wealth Solutions first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
Broadway Wealth Solutions's Tesla position peaked at $1.33M in Q2 2026.
1,136 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.