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Capital Advisors Wealth Management’s Tesla TSLA Stock Holding History

Capital Advisors 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 		$828K Buy
2,335
+6
+0.3% +$2.15K 0.09% 114
2026
Q2 		$980K Buy
2,329
+107
+5% +$42.6K 0.12% 104
2026
Q1 		$826K Buy
2,222
+41
+2% +$16.9K 0.11% 109
2025
Q4 		$981K Buy
2,181
+27
+1% +$12K 0.13% 89
2025
Q3 		$958K Sell
2,154
-384
-15% -$133K 0.14% 79
2025
Q2 		$806K Sell
2,538
-7
-0.3% -$2.11K 0.13% 83
2025
Q1 		$660K Sell
2,545
-81
-3% -$27K 0.12% 89
2024
Q4 		$1.06M Buy
2,626
+307
+13% +$98.8K 0.19% 63
2024
Q3 		$607K Sell
2,319
-68
-3% -$15.5K 0.11% 85
2024
Q2 		$472K Sell
2,387
-170
-7% -$29.7K 0.09% 89
2024
Q1 		$449K Buy
2,557
+54
+2% +$10.6K 0.09% 92
2023
Q4 		$622K Buy
2,503
+338
+16% +$80.3K 0.14% 70
2023
Q3 		$542K Buy
2,165
+33
+2% +$8.48K 0.14% 76
2023
Q2 		$558K Buy
2,132
+561
+36% +$112K 0.14% 76
2023
Q1 		$326K Buy
+1,571
New +$274K 0.09% 98
2022
Q4 		– Sell
-1,311
Closed -$348K – 135
2022
Q3 		$348K Sell
1,311
-9
-0.7% -$2.51K 0.12% 85
2022
Q2 		$296K Hold
1,320
– – 0.1% 87
2022
Q1 		$474K Sell
1,320
-63
-5% -$19.6K 0.15% 71
2021
Q4 		$487K Buy
1,383
+69
+5% +$23.1K 0.15% 67
2021
Q3 		$340K Hold
1,314
– – 0.12% 80
2021
Q2 		$298K Sell
1,314
-21
-2% -$4.56K 0.11% 74
2021
Q1 		$297K Buy
+1,335
New +$335K 0.13% 69

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Capital Advisors Wealth Management's TSLA Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Tesla (TSLA) stake by 0.26% in Q3 2026, buying an estimated $2.15K and bringing the position to 2,335 shares worth $828K. The position accounts for 0.09% of the portfolio, ranked #114.

Capital Advisors Wealth Management first reported a position in TSLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.06M in Q4 2024. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Capital Advisors Wealth Management held 2,335 shares of Tesla worth $828K as of Q3 2026.
  • Capital Advisors Wealth Management bought 6 Tesla shares in Q3 2026, an estimated $2.15K.
  • Tesla made up 0.09% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #114 holding.
  • Capital Advisors Wealth Management first reported a position in Tesla in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's Tesla position peaked at $1.06M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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