Brown Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.19M Buy
3,353
+204
+6% +$73K 0.26% 48
2026
Q2
$1.32M Sell
3,149
-437
-12% -$174K 0.3% 48
2026
Q1
$1.33M Buy
3,586
+310
+9% +$128K 0.34% 46
2025
Q4
$1.47M Buy
3,276
+819
+33% +$363K 0.39% 45
2025
Q3
$1.09M Buy
2,457
+191
+8% +$66.2K 0.31% 52
2025
Q2
$720K Buy
2,266
+1,067
+89% +$321K 0.22% 58
2025
Q1
$311K Buy
1,199
+460
+62% +$153K 0.11% 75
2024
Q4
$298K Sell
739
-386
-34% -$124K 0.11% 67
2024
Q3
$294K Buy
+1,125
New +$257K 0.11% 68
2024
Q1
– Sell
-970
Closed -$241K – 98
2023
Q4
$241K Sell
970
-1
-0.1% -$238 0.11% 75
2023
Q3
$243K Sell
971
-88
-8% -$22.6K 0.12% 67
2023
Q2
$277K Buy
+1,059
New +$212K 0.14% 76

Other funds holding TSLA

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

Brown Wealth Management increased its Tesla (TSLA) stake by 6.5% in Q3 2026, buying an estimated $73K and bringing the position to 3,353 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #48.

Brown Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q4 2025. 1,394 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Brown Wealth Management held 3,353 shares of Tesla worth $1.19M as of Q3 2026.
  • Brown Wealth Management bought 204 Tesla shares in Q3 2026, an estimated $73K.
  • Tesla made up 0.26% of Brown Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Brown Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 12 quarters since.
  • Brown Wealth Management's Tesla position peaked at $1.47M in Q4 2025.
  • 1,394 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.